Robert Leiphart, CFP®
Senior Financial Planner
4 Research Drive, Suite 402
Shelton, CT 06484
Rob knows that each individual investors’ goals, aspirations and desires are unique. As a CERTIFIED FINANCIAL PLANNER™, Rob takes a holistic approach to financial planning, is product agnostic and devises individualized solutions based on financial situations, goals and time frames. Part of his overall strategy is to adjust the client’s financial plan based on their changing circumstances.
He has been with RB Capital Management since 2005 which offers boutique solutions for clients’ investable assets. And, through his affiliation with Daly Brokerage, he can offer insurance strategies from over 30 of the top insurance carriers.
Rob attended the University of Connecticut at Storrs, where he received a bachelor’s degree in finance. He has been in the financial industry for nearly 20 years and has experience on the institutional side of the business, with one of the top variable annuity providers. For the last ten years, he acted as a relationship and operations manager for high net worth individuals as well as top tier Wall Street firms. His responsibilities included providing these clients with comprehensive stock market research, financial analysis and superior customer service. Rob’s research has been featured in the Wall Street Journal, New York Times, Financial Times, USA Today, Forbes, Fortune, Investor’s Business Daily and a number of other trade publications.
He resides in Connecticut with his wife, Rachel, and their two boys, Nate and Graham. He enjoys swimming, sailing, hiking and spending time with his family. In addition, one of Rob’s hobbies is building computers. He has become the resident “technology support” for his family and friends. He regularly offers them advice and instruction with almost anything technology related. Rob has served meals to the homeless at the Gillespie Center for the past eight years.
If you would like to check the background of this investment professional, please click here: FINRA’s BrokerCheck