Rob Clarfeld
Rob Clarfeld is the Founder and Executive Chairman of Clarfeld Financial Advisors. With more than 30 years of experience, he has extensive experience with financially successful families and family-owned businesses. Clarfeld also advises professionals and senior corporate executives and their families, both domestic and abroad. He speaks and writes about all aspects of wealth management.
Rob Clarfeld Professional Experience / Academic History
Professional Experience
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Executive Chairman
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Founder and CEO
Academic History
- Rob Clarfeld is a Certified Public Accountant, Certified Financial Planner®, and Personal Financial Specialist, and has assumed leadership positions in related industry organizations.
- He is actively involved in many community and philanthropic organizations.
- With a focus on robust and individualized family office platforms, Clarfeld has been Barron’s #1 Independent Wealth Advisor in New York for nine consecutive years and is the #1-ranked New York independent Advisor on the Forbes Top Wealth Advisors list.
- Clients come to revere his financial advice which is infused with a unique mix of straightforwardness, warmth, informality, and a sense of humor.
- His wisdom comes from a keen grasp of psychology and a deep understanding of the complexities families encounter as they navigate the minefields of financial and interpersonal issues.