Robert Lepson (CFP®, ChFC®, CLU)

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

  • High Net Worth Client Needs
  • Insurance Related Issues
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

NAPFA Start Date

August 01, 2016

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This Office

85 Wells Ave Ste 109 Newton, MA 02459-3232 Phone: (617) 321-2200