Robert Friedman (BS, CDFA, CFP®, MBA)

Planning Specialties

I’m Rob Friedman, founder of Central Park Financial Planning. Prior to becoming a Certified Financial Planner™ and Certified Divorce Financial Analyst®, I spent 25 years as an executive and management consultant in the consumer banking, investment management and insurance industries. During those years I focused on high-profile customer analytics and business strategy issues, advising senior executives at banks and insurance companies on how they should better run their consumer-oriented businesses. While successful, in many ways I was left unsatisfied. From the inside, I saw large financial services companies – and people who work for them – often don’t make the needs of a prospect or client the top priority but rather too frequently focus solely on the bottom-line even when it isn’t in a client’s best interest.

I developed a strong desire to directly help people in making smart financial decisions for themselves and their families. Friends and family members would often seek my perspective on their own personal financial situation. I always found great satisfaction in working through the issues with them, helping to educate them and coming up with a solution to best meet their needs.

I initially assisted individuals and couples going through divorce to make more informed and more effective decisions. While I continue to provide such services, I now focus on a broader range of financial planning issues for individuals and couples. In this work, I bring to bear my business school education, my banking, investment and insurance industry experience and my expertise at advising clients on complex matters.

I look forward to speaking with you to see how I can assist you in achieving your personal financial and life goals.