Robert Kerman RFC, CWS | Senior Partner | Private Client Group AM

Robert Kerman RFC, CWS®

Senior Partner

Robert Kerman is the President of Robert Kerman Financial Services, LLC, and is an Investment Advisor Representative. His goal is to help his clients focus on objectives, and then to use the most satisfactory mix of strategies and financial products to achieve the desired results.

Robert earned the RFC designation in 1987 from the International Association of Registered Financial Consultants (IARFC). Additionally he has passed a rigorous course of study to become a Certified Wealth Strategist Professional (CWS®).

Robert is a member of the Financial Planning Association (FPA) where he served on the Boards of Directors of the FPA Chapter of the Greater Hudson Valley, serving Westchester & Rockland Counties in New York and Fairfield County, Connecticut, for ten years. The FPA is a professional organization dedicated to supporting the financial planning process in order to help people achieve their goals and dreams. With 23,000 members nationwide, members of the FPA adhere to a code of ethics and continuing education in the interest of providing the highest level of professional service to their clients. Robert has also served on the Board of Directors of the International Association Of Financial Planners (IAFP).

As a contributing professional in Westchester County and New York City’s financial planning community, Robert is also a member of the American Economic Association, International Association of Registered Financial Consultants (IARFC), National Society of Accountants (NSA), National Association of Tax Professionals (NATP), and the New York/Connecticut Association of Tax Professionals.
Robert is married with four children: Brian, Jeffrey, Michelle and Sean.