About My Practice
My firm, Robert J. Oberst, Sr. & Associates is the oldest independent financial planning firm in New Jersey. founded in 1969. For more than 40 years, we have been providing a full range of personalized comprehensive financial planning and investment management services with the expertise and professionalism that has led to national recognition. The firm is committed to complete financial planning, basing all of our recommendations and proposals on an integrated structure of financial analysis.
Experience
I have worked over 30 years in the financial services industry. For more than 12 years, I have extensively provided comprehensive financial planning and investment management to individuals and small businesses. I am currently on the Board of Directors and the Treasurer of the Financial Planning Association of New Jersey.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63, 66
Insurance Licenses
Life insurance: NJ, Health/disability insurance: NJ, Fixed annuities: NJ, Variable annuities: NJ
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
Broker-Dealer Affiliation
Sagepoint Financial, Inc.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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