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Robert Wander

CFP®, FPA, MBA
Wander Financial Services LLC
New York, NY
Independent Advice for all of your Financial Planning Needs

Meet Robert

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Introduction - Robert Wander
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Lifestyle Financial Planning - Robert Wander
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Financial Planning is a System - Robert Wander
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Employee Benefits - Robert Wander
Video Transcripts

Wander Financial Services LLC is a full-service financial planning firm that offers a rare combination of independent financial planning and employee benefit consulting.

For executives, professionals and business owners, you can be assured that we are not simply "brokers" selling investment products under the guise of financial planning. We offer true "holistic" advice that considers all aspects of your financial life, including investments, insurance, taxes, estate issues, retirement and college…

Wander Financial Services LLC is a full-service financial planning firm that offers a rare combination of independent financial planning and employee benefit consulting.

For executives, professionals and business owners, you can be assured that we are not simply "brokers" selling investment products under the guise of financial planning. We offer true "holistic" advice that considers all aspects of your financial life, including investments, insurance, taxes, estate issues, retirement and college planning, and we're laser-focused on helping you reach your most important financial and lifestyle goals.

For businesses with 10-100 employees who don't like the inefficiency of dealing with a multitude of brokers/advisors and aren't getting the service they want, our "one-stop shop" will save you both time and money. In addition, your employees will benefit from a more positive experience with their benefits. We design and service a full array of programs, ranging from health, dental, life and disability insurance to 401k and other retirement plans.


Services offered

Investment management
Financial planning
Retirement planning
College planning
Estate planning
Insurance management
Personal lending

Experience with

Small business owners
Business executives

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

FPA - Financial Planning Association

Education

MBA
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