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Robert Roy (CFP®, ChFC®)

Robert Roy focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

I am a fee-only fiduciary financial planner located in Glastonbury, CT. I specialize in personal financial planning for individuals and families with high net-worth ($2MM+) and/or high income ($250k+). I utilize an attentive, pro-active approach that includes regularly scheduled meetings to review your situation and make adjustments as needed over time. All recommendations are developed from a holistic approach that takes into account each client's values, needs and desires.

Additional Information

"Nick and I trained at one of the nation’s largest financial firms. We loved the experience but we felt the firm’s focus on driving shareholder value ran contrary to the interests of our clients. Going into practice for ourselves changed everything. We now provide our clients access to an open architecture of products and services, while our top-tier credentials holds our advice to a higher standard of responsibility."
Rob earned a B.S. in Economics from Pennsylvania State University. He holds CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant® (ChFC®) designations from the CFP Board and The American College, respectively.

NAPFA Start Date

July 01, 2016

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

140 Glastonbury Blvd Suite 23 Glastonbury, CT 06033-4459 Phone: (860) 430-5500
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