Robert Cepeda, CFP®
In the Community
Robert Cepeda, CFP®, BFA™, is a managing partner and senior wealth advisor for Quest Financial Services. He is both a Certified Financial Planner™ (CFP®), the recognized standard of excellence for competent and ethical financial planning; and a Behavioral Financial Advisor (BFA™), a designation in which advisors are trained to help clients make better financial decisions through the consideration of psychology and neuroscience. Robert also 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.
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 is a graduate of The University of Rochester with a degree in Economics and Certificate of Management in Accounting & Finance.Robert’s practicing history can be reviewed at brokercheck.finra.org.
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.