Robert  Wander,  CFP<sup>&reg;</sup> - Financial Advisor

Robert Wander, CFP®

Wander Financial Services

500 West 23rd St, Apt 9G
New York, NY 10011
(646) 435-6327

General

Robert Wander is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wander Financial Services in New York, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Registered Investment Advisor

Insurance Licenses

  • Life insurance: NY, NJ, CT, CA, CO, OH, VA
  • Health/disability insurance: NY, NJ, CT, CA
  • Fixed annuities: NY, NJ, CT, CA, CA
  • Variable annuities: NY, NJ, CT, CA, PA, TX, CO, MD, OH, GA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Sudden Wealth

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