Meet Robert

Robert O'Herlihy

Senior Financial Advisor
Phone: 201.880.7650

Building relationships with my clients while making sure I understand their financial needs and goals is crucial to effective wealth management. Successful individuals, professionals and business owners turn to me to provide targeted and comprehensive financial advice in conjunction with their portfolio management.

With a background in emergency medicine, I have the opportunity to benefit society in dual roles. Blending the medical and financial fields enables me to uniquely understand and provide for the needs of the medical community as well as all other high net worth individuals.

My Education & Credentials

• Bachelor of Individualized Studies - Fairleigh Dickinson University

My Areas of Focus

• Estate Planning Strategies

• IRAs & IRA Strategies

• Retirement Planning