Robert Caesar
CFP® CERTIFIED FINANCIAL PLANNER™ Professional
Rob Caesar began his career with Karr Barth Associates in 2006 where he worked as an analyst and trader for the Portfolio Strategies Team. He joined Equitable Advisors in 2008 as a financial advisor, where he is able to utilize his institutional knowledge to help his clients thoughtfully approach the capital markets and deliver comprehensive wealth management services. Rob attended Bucknell University and received his B.S. in Economics from St. Joseph’s University. In 2012, he received a certificate in Retirement Planning from the Wharton School, University of Pennsylvania. He became a CERTIFIED FINANCIAL PLANNER™ professional in 2021. Rob is proud to be married to his wife, Elizabeth, and to be a father to his daughter, Camilla and dog, Emma.
http://robert.caesar@equitable.com/