Robert Weinstein, CPA, CFP®, PFS

Robert has been in financial services for over 40 years. He joined Round Rock Advisors in 2022. He is a Certified Public Accountant, Certified Financial Planner^®, and Personal Financial Specialist. Robert’s holistic approach to financial planning spans investment advice, portfolio management, retirement savings and income planning, estate planning, insurance planning, and income tax planning and preparation. Robert earned a B.S. in Business Administration from Rochester Institute of Technology and did graduate studies in accounting at Pace University.