Rob Clarfeld has served as CEO of Clarfeld Financial Advisors, the wealth management firm he founded in 1981 in New York City. A CPA and CFP® with a keen ability to help people achieve their financial goals, Rob has extensive experience with financially successful families and family-owned businesses. He has advised professionals and senior corporate executives and their families, both domestic and abroad. He has always tried to serve his clients by infusing his advice with a unique mix of straightforwardness, warmth, informality, and a sense of humor. His wisdom comes from a keen grasp of psychology and a deep understanding of the complexities families encounter as they navigate the minefields of financial and interpersonal issues. Rob lives in Westchester, N.Y., and Great Barrington.
