Robert Cepeda, CFP®
In The Community
Robert Cepeda, CFP®, is a managing partner and Sr. wealth advisor for Quest Financial Services. For over 25 years he has continuously sharpened the art of listening. He invites you to join in a conversation that focuses directly on you. It has been the foundation of his practice from the early 90's and remains the cornerstone for his work as a Certified Financial Planner® in the Hudson Valley.
"I've been through many of the same obstacles and had similar goals as many of my clients. I like to call it the evolution of life and I like to be there every step of the way." says Cepeda.
Robert is also dedicated to his work as a speaker. He has developed and delivered educational events such as Rebuild Your Life after Divorce, Women & Investing, and Get Your Financial House In Order. These events provide a comfortable forum for expression, encouragement, and inspiration. Knowledge is a powerful tool and Robert thoroughly enjoys the sharing of the process.
He is a graduate of The University of Rochester with a degree in Economics and Certificate of Management in Accounting & Finance. He holds a series 24, 7 and 63.
Phone 845.294.1313 Email email@example.com
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:
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