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 financial and investment sophistication required to successfully manage post-divorce settlement assets is often overlooked by a divorcing couple and their advisors. Here are five investment "truths" for divorcing individuals.
Post-divorce, being solely responsible for your financial destiny is stressful. An experienced financial planner can help you make wise investments, reduce taxes, and make sure your financial settlement will work for you both now and in the future.
A financial specialist can help you understand the long-term impact of your separation, safeguard assets, and preserve income through turbulent times.
If you're considering a lump-sum divorce settlement, engaging an experienced professional financial planner during settlement negotiations – not afterwards – can be extremely helpful.
Certified Divorce Financial Analyst
Business Valuators / CPAs