Robert E. Mathias,  CFP<sup>&reg;</sup> - Financial Advisor

Robert E. Mathias, CFP®

President

Robert E Mathias

104 Smith Avenue
Mt Kisco, NY 10549
(914) 729-0230

General

Robert Mathias is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Robert E Mathias in Mt Kisco, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: NY, NJ, CT, FL, MA
  • Variable annuities: NY, NJ, CT, FL, MA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Long-term Care

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