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Robert Ossers

Client Advisory

Biography

Robert is a Partner in the New York office with more than 14 years of experience advising high and ultra-high-net-worth individuals and families. He focuses on comprehensive wealth management, drawing on his experience in retirement, estate, tax, and insurance planning to help clients align their investment portfolios with their long-term goals.

Prior to joining Cerity Partners, Robert served as a Senior Financial Advisor and Head of Wealth Planning at Shufro Rose. In addition to advising individuals and families, he led the development and expansion of the firm’s financial planning capabilities.

Robert began his career at UBS Financial Services, where he worked with institutional retirement plan clients and traveled nationwide to deliver financial education programs to plan participants. Additionally, his responsibilities included investment research and manager due diligence.

Robert is a CERTIFIED FINANCIAL PLANNER® and holds the Certified Private Wealth Advisor® designation.

Outside of work, Robert enjoys exercising, traveling, NYC restaurants, and spending time with his wife and two children.

Learn more about my practice.

Education

  • Bachelor of Business Administration (B.B.A.), Concentration in Finance Western Connecticut State University

Highlights

  • CERTIFIED FINANCIAL PLANNER® (CFP®)
  • CPWA®
  • New York Estate Planning Council (Member)
  • (Past) Young professionals Board, Breakthrough New York

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Principal & Client Experience Director

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Principal & Client Experience Director

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.