445 E Broad St FL 2
Rob Shaffer CFP® is the founder and Managing Partner of Robert Shaffer Wealth Management. Rob has over 30 years experience working with clients to map out their financial future. In addition to the designations of Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC), Rob has met the strict requirements to become a CERTIFIED FINANCIAL PLANNER™. The strict requirements mandated by the CFP board include:
Education: CFP® professionals must develop their theoretical and practical financial planning knowledge by completing a comprehensive course of study at a college or university offering a financial planning curriculum approved by CFP Board.
Examination: CFP® professionals must pass a comprehensive two-day, 10-hour CFP® Certification Examination that tests their ability to apply financial planning knowledge in an integrated format.
Experience: CFP® professionals must have at least three years of experience providing financial planning services to clients before they can earn the right to use the CFP® certification marks.
Ethics: As a final step to certification, CFP® professionals agree to abide by a strict code of professional conduct known as the CFP Board’s Code of Ethics and Professional Responsibility and agree to abide by the CFP Board’s Financial Planning Practice Standards. In addition, CFP® professionals must renew their certification every two years. CFP® professionals are required to stay current with developments in the financial planning profession and fulfill ethical obligations. As part of the renewal process, they are required to complete a minimum 30 hours of continuing education every two years, including a course on CFP Board’s ethical standards.
Rob began his career as a financial advisor in 1988 with Butcher & Singer (Later Wheat First Securities). In 2000 he moved his practice to RBC Wealth Management where he served as both an advisor and Branch Director in several offices in New Jersey. Despite a great affection for RBC and many of the people he had the good fortune to work with, Rob decided to establish his own practice in Westfield. As the founder and Managing Partner of Robert Shaffer Wealth Management, Rob has been able to create a firm custom designed to serve his long term clients. Potential new clients are given that same treatment.
Before joining the wealth management industry, Rob was a professional musician, recording engineer and soundtrack editor for radio and television production. He worked on a variety of advertising campaigns and was a soundtrack editor for the 1980s cartoon series “Thundercats”. He grew up in North Carolina, graduated from Berklee College of Music in Boston and moved to Westfield with his wife Cathy in 1983.
Director of Client Experience
Anne comes to us with many years of both corporate and local business experience. She has served as a benefits specialist in Human Resources for both Merck and Nabisco. She also spent many years as a bookkeeper for a local dental practice.
Anne serves a critical role in our practice both in running the office and in helping clients. She coordinates all client communications, appointment scheduling and any administrative client needs that comes her way. Anne takes great pride in getting to know our clients personally through both telephone and in person contact.
Anne is also responsible for our client informational mailings and maintaining our social media sites.
If you have a question about anything Anne is the first person to call.
A resident of Westfield for more than 20 years, Anne and her husband Bill have two young adult sons. In her free time she enjoys running, reading and spending time at the beach.