Robert Dowling (CFP®, CLU)

Robert Dowling focuses in the
following client markets or areas of practice:

  • Annuities
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Rob 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). Rob has been quoted in national and local media outlets including the Wall Street Journal, US News and World Report, Bloomberg, and the Bergen Record.

OUTSIDE OF MODERA

Rob is involved with numerous charitable endeavors. He has volunteered 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. Rob currently serves as Treasurer for the Ridgewood Chamber of Commerce and volunteers for its annual charity events that benefit the Ridgewood High School scholarship program. He is a founding member of the Ridgewood Chamber Networking Group that is comprised of business professionals.

Additional Information

Rob 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). Rob has been quoted in national and local media outlets including the Wall Street Journal, US News and World Report, Bloomberg, and the Bergen Record.

OUTSIDE OF MODERA

Rob is involved with numerous charitable endeavors. He has volunteered 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. Rob currently serves as Treasurer for the Ridgewood Chamber of Commerce and volunteers for its annual charity events that benefit the Ridgewood High School scholarship program. He is a founding member of the Ridgewood Chamber Networking Group that is comprised of business professionals. (BIO 1/22/19 ER)

NAPFA Start Date

February 20, 2009

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This Office

56 Jefferson Ave Westwood, NJ 07675-2227 Phone: (201) 768-4600 Fax: (201) 768-1111