Rob Clarfeld is the founder and CEO of Clarfeld Financial Advisors in Westchester, NY. Clarfeld Financial Advisors is a leading wealth management firm and multi-family office providing comprehensive financial and estate planning, sophisticated tax planning and compliance expertise, and investment management services. Clarfeld Financial has a robust and individualized family office platform with a specialization in divorce, supporting and assisting their clients with preparation of financial filings, current lifestyle flow analysis, alternative settlement proposal development, and more.
Rob brings to client relationships years of wisdom based on a keen grasp of psychology (he studied it) and a deep understanding of the complexities families encounter as they navigate the challenges of financial and interpersonal conflict.
Rob is a Certified Public Accountant, Certified Financial Planner®, Personal Financial Specialist and Chartered Life Underwriter.
The Most Valuable Financial Advisor Is One Who Possesses a Deep Understanding of the Complexities Families Encounter during Divorce.
If you're considering a lump-sum divorce settlement, engaging an experienced professional financial planner during settlement negotiations – not afterwards – can be extremely helpful.