Robert Friedman (BS, CDFA, CFP®, MBA)

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

  • College/Education Planning
  • Divorce Planning
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

I’m Rob Friedman, founder of Central Park Financial Planning. Prior to becoming a Certified Financial Planner™ and Certified Divorce Financial Analyst®, I spent 25 years as an executive and management consultant in the consumer banking, investment management and insurance industries. During those years I focused on high-profile customer analytics and business strategy issues, advising senior executives at banks and insurance companies on how they should better run their consumer-oriented businesses. While successful, in many ways I was left unsatisfied. From the inside, I saw large financial services companies – and people who work for them – often don’t make the needs of a prospect or client the top priority but rather too frequently focus solely on the bottom-line even when it isn’t in a client’s best interest.

I developed a strong desire to directly help people in making smart financial decisions for themselves and their families. Friends and family members would often seek my perspective on their own personal financial situation. I always found great satisfaction in working through the issues with them, helping to educate them and coming up with a solution to best meet their needs.

I initially assisted individuals and couples going through divorce to make more informed and more effective decisions. While I continue to provide such services, I now focus on a broader range of financial planning issues for individuals and couples. In this work, I bring to bear my business school education, my banking, investment and insurance industry experience and my expertise at advising clients on complex matters.

I look forward to speaking with you to see how I can assist you in achieving your personal financial and life goals.

Additional Information

Educational Background

  • Master of Business Administration, Real Estate Finance & Marketing, Wharton School of the University of Pennsylvania
  • Bachelor of Science in Economics, Finance & Accounting, Wharton School of the University of Pennsylvania
  • Certificate in Financial Planning with Distinction, UCLA

Alliance of Comprehensive Planners

Central Park Financial Planning is a member of the Alliance of Comprehensive Planners (ACP), a community tax-focused financial advisors operating under the retainer model.  Most of these advisors also take the same comprehensive approach that I do to financial planning and recommend passive investment strategies to their clients.  As a result, this community forms a broad set of financial advisors that provide Central Park Financial Planning - and its clients -  knowledge of the vast majority financial issues likely to be encountered and consistent perspective on how best to deal with them.

NAPFA Start Date

May 01, 2017

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This Office

60 East 42nd Street Suite 4600 New York, NY 10165-0006 Phone: (212) 653-0638

Other Offices

445 Hamilton Ave Ste 1102 White Plains, NY 10601-1832 Phone: (917) 232-8707
500 Mamaroneck Ave Ste 320 Harrison, NY 10528-1600 Phone: (917) 232-8707