Robert D. Lepson,  CFP<sup>&reg;</sup> - Financial Advisor

Robert D. Lepson, CFP®

Vice President, Wealth Manager

Adviser Investments

85 Wells Avenue, Ste 109
Newton, MA 02459
FINANCIAL ADVISOR'S WEBSITE
(800) 492-6868
(617) 321-2200

General

Robert Lepson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Adviser Investments in Newton, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Insurance, Retirement, Sudden Wealth

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