Robert Ryerson

Robert Ryerson

Certified Financial Planner/President

Robert (Bob) Ryerson entered the financial industry in 1984 as a broker and earned his Certified Financial Planner® designation (CFP®) in 1991. This prestigious designation allows Robert to assist in a variety of areas such as financial, estate, insurance and retirement planning, to name a few. As part of his process in creating financial plans for his clients he noticed there was a growing epidemic of identity theft. This encouraged him to become a Certified Identity Theft Risk Management Specialist (CITRMS) which helps him implement various identity protection strategies into his client's plans. This also led to Robert publishing "What's the Deal With: Identity Theft? A Plain English Look at Our Fastest Growing Crime in 2016".

Robert also began to see the devastating effects that health care costs can have to a retiree when not properly planned for. Because of his lifelong mission for educating others, he co-authored the 2013 book "What You Don't Know About Retirement Will Hurt You", which focuses specifically on addressing healthcare in retirement.

Bob is passionate about helping guide people to a secure and tax efficient retirement. He has studied the details of baby boomer trends, combined with the nation's poor financial condition, and is concerned about people outliving their income. In addition, his concern grows for the possibly of clients accidently disinheriting their loved ones. This is why he is enthusiastic about educating and walking people through various concepts and steps that will improve their overall position in terms of safety, sustainability of income streams and legacy planning.

Bob holds a BA in Economics from Rutgers University and is a frequent online instructor of continuing education classes for CPAs as well as a public speaker on retirement planning issues. Bob is an experienced estate administrator who has advised clients on various aspects of estate and legacy planning with a focus on retirement distribution planning and identity theft.
In his free time Bob enjoys spending time with his wife, Lisa and four daughters, Christine, Maggie, Nicole, and Genevieve, traveling, reading and teaching.

Phone: (732) 702-2777
Fax: (732) 845-1550