Verified recordFinancial Services

Rob Friedman

Managing Director & Founder at Central Park Financial Planning Llc

Based in New York, United States

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Seniority

C-Team

Department

General Business & Management

Location

New York

Industry

Financial Services

Company size

1 to 10

Contact information

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Email

1 credit

r•••••••@cpfinplan.com

Phone

5 credits

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Background

About Rob Friedman

I established Central Park Financial Planning to help individuals and couples make smart financial decisions to more effectively meet their personal and life goals. To achieve this objective, we provide fee-only comprehensive financial advice which integrates investment, tax, retirement, insurance and estate planning. We also provide specialized divorce financial planning services for individual and couples going through divorce to assist them and their attorneys / mediators to reach the best possible short and long term financial resolution. Central Park Financial Planning assists clients who are either: • Early to Mid-Career Professionals • Suddenly Single – due to divorce or the death of spouse • Approaching or In Retirement We focus on such clients because they are at a point in life where comprehensive and thoughtful planning can have a great impact on their futures. We want to be there to help educate them about alternatives and to support them over time in achieving their own goals. Before launching Central Park Financial Planning, I spent more than 25 years in banking and insurance either as an executive or as an advisor to executives. My personal areas of expertise were consumer financial services business strategy, customer analytics and pricing. Insights gained during that long career – including that one makes a choice regarding whether to work in a manner congruent with a client’s objectives or, alternatively, risk being at cross purposes to them led me to adopt the fiduciary approach – where a client’s best interest is primary – when I started Central Park Financial Planning. We don’t sell any products and we don’t earn any commissions. Our services are structured such that we have no minimum income or asset requirements. We will never require a client to transfer assets to the custodian we work with as a client convenience and certainly will not recommend doing so if it is not in a client’s best interest. Email: rfriedman@cpfinplan.com

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