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Robert Caesar, CFP®

Robert Caesar, CFP®

Principal | Retirement Planning Specialist

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 AXA / 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.

o CFP(r), CERTIFIED FINANCIAL PLANNER(TM) and federally registered CFP(with flame logo) are the certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.