Robert Cepeda, CFP®
In The Community
Robert Cepeda, CFP®, is a managing partner and senior wealth advisor for Quest Financial Services. He is also a Certified Financial Planner™ (CFP®), the recognized standard of excellence for competent and ethical financial planning, and holds a series 24, 7, and 63.
Robert’s 25 years of experience in financial advising has taught him that the cornerstones of any successful financial plan are openness, careful listening, and follow-through.
He invests time with his clients, allowing him the ability to gain a thorough understanding of his clients’ short- and long-term goals so that he can carefully match each client with financial security products and services.
Robert is effectively supported by an experienced team of professionals whose teamwork and varied competencies help him build long-term relationships with his growing client base and provide excellent customer service.
Once a custom-tailored financial plan is in place, Robert maintains close contact with his clients to monitor any achievements and goals previously outlined.
This approach has been the foundation of his practice from the early 90's and remains the cornerstone for his work as a CFP® in the Hudson Valley today.
Robert has been a featured speaker, and developed numerous educational events including Rebuild Your Life after Divorce, Women & Investing, and Get Your Financial House In Order.
Robert is also the author of Your Journey Goes On: 25 Plus Years of Observations by a Financial Advisor, a book that utilizes personal and professional experiences with an anecdotal and conversational tone to discuss financial planning for every stage of life. The release of his book was covered by outlets such as Cision, Yahoo! Finance, MarketWatch, 360WiseMedia, InvestorPlace, and more.
Robert is a graduate of The University of Rochester with a degree in Economics and Certificate of Management in Accounting & Finance.
Your Journey Goes On: 25 Plus Years of Observations by a Financial Advisor is available in both paperback and Kindle download at www.amazon.com/dp/1077907303.Robert’s practicing history can be reviewed at brokercheck.finra.org.
Phone 845.294.1313 Email firstname.lastname@example.org
When you go grow up in an area and you attend the schools and your clients are your neighbors, former teachers and colleagues you have a strong sense of dedication. This is OUR community. I’m very proud to have raised my children locally and feel a certain responsibility to give back.
In this section of the website you will find the various projects that we dedicate our resources to. These endeavors include community service, contributions and education.
During the Winter Celebration this year we proudly participated in the program below. It was a special event. Please take a look to learn more. Young Heroes of Warwick: Ambers’ Butterflies & her Beautiful Heart Creates Life Changing Charity / Posted on August 11, 2018 by Warwick Dispatch
Education. Appreciation. Fun!
I thoroughly enjoy providing special events for my clients. These fall in three separate categories: educational, entertaining and charitable. Please note, some events are Quest Financial Public Events such as Shred Day and Teacher Appreciation and others are advisor-specific such as Renegades baseball, wine tasting, etc.
See below for upcoming events:
Personalized service with a clear action plan.
Taking action begins with understanding your complete story. The more detailed you are about your current situation and your desires for the future, the greater the possibility to achieve.
This all begins with filling out the Client Profile. Please click below to get started.
In "Your Journey Goes On: 25 Plus Years of Observations by a Financial Advisor", Cepeda uses his own personal and professional experiences and an anecdotal and conversational tone to discuss financial planning for every stage of life.