Rob Leiphart, CFP® 

Shelton, CT
Vice President 
Financial Planning

I believe financial planning should do more than help you accumulate wealth. It should help you create more choice, greater control over your time, and more confidence about what comes next.

 

I’m Rob Leiphart, CFP®, Vice President of Financial Planning at RB Capital Management, LLC in Shelton, Connecticut. As a CFP® professional and fiduciary, I work with professionals, executives, business owners, and families who have built meaningful wealth and want greater clarity around how to use it well.

 

For some clients, that means preparing for retirement or creating a reliable retirement income plan. For others, it means changing careers, stepping away from a demanding role, spending more time with family, traveling more, helping the people they care about, planning for the next generation, or simply knowing they have the financial flexibility to make decisions on their own terms.

 

My work brings together the different parts of a client’s financial life, including retirement and retirement income planning, tax-efficient planning strategies, Social Security and withdrawal planning, insurance and risk management, estate and legacy planning, and major financial and career decisions. 

 

Financial planning should not begin and end with a portfolio. It should help answer bigger questions: 

 

My interest in financial planning became personal long before it became my profession.

During my freshman year of college, I discovered that I could get a free T-shirt simply by signing up for a credit card. What college student doesn’t want a free T-shirt? Unfortunately, that shirt eventually came with a price tag of more than $10,000 in credit card debt.

 

Paying off that debt became my first real education in financial decision-making. Combined with an early interest in investing, the experience eventually grew into a passion for helping other people better understand their finances and make thoughtful decisions with the resources they have built.

 

Today, I help clients understand their options, weigh trade-offs, and make informed decisions while considering their entire financial picture. I do not believe in cookie-cutter financial planning. Income, taxes, investments, family priorities, retirement goals, insurance, and estate considerations all affect one another. A strong financial plan should change as your life changes.

 

The goal is not simply to reach a number.

 

It is to understand what that number gives you the freedom to do.

 

I work with clients locally in Connecticut and virtually with clients across the United States.

 

Outside of work, I enjoy skiing, swimming, mountain biking, hiking, spending time outdoors with my family, and being involved in my local community.

 

If you have built financial success but are starting to wonder, “What does all of this allow me to do now?” that is usually a good place for us to start.

 

Schedule a 15-minute introductory conversation:

https://calendly.com/planwithrob/15min 

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