Robert  Dowling

Robert Dowling

| CFP®, CLU

Modera Wealth Management, LLC

Modera works with individuals, families, trusts, institutions, and philanthropic organizations to build customized plans and portfolios in their best interests.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

56 Jefferson Avenue
Second Floor
Westwood, NJ 07675

Robert Dowling is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Robert Dowling is a Wealth Manager at Modera Wealth Management, LLC, a fee-only wealth management firm with offices located in Westwood, NJ and Boston, Mass.

Rob has more than 14 years of experience in the wealth management profession.  He began his career in the independent brokerage business where he managed portfolios for high-net-worth clients and planned for their insurance and retirement needs.  He also managed a team of financial advisors, providing guidance on investment strategy and ensuring the highest level of client service.

Prior to joining Modera Wealth Management, Rob worked in the Wealth Management Division of GunnAllen Financial, Inc. in New York, where he was responsible for client relationships, investment product analysis and marketing initiatives. 

Robert graduated from SUNY in New York with a Bachelor of Science.  He passed Level I CFA exam and will be sitting for the Level II in June.  Rob also holds the  Certfied Financial Planner (CFP®) and the Chartered Life Underwriter (CLU®) professional designations.

Robert is a member of the National Association of Personal Financial Advisors (NAPFA), and the Financial Planning Association (FPA).  He has presented a variety of educational seminars focusing on areas such as retirement planning, Roth IRA conversion strategies and fixed income strategies.  He is a contributor to the online news site, New Jersey News Room, writing on such topics as TIPS (Treasury Inflation-Protected Securities).

In addition, Rob is a volunteer for Jumpstart Your Retirement Days sponsored by Kiplinger's Personal Finance and NAPFA.  The program offers free retirement advice to callers via a telephone hotline.