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Robert Epstein Email Address


Job Title

Financial Advisor

Fox Rothschild

Attorneys at Law


Robert brings a solid business background to the clients he serves at Access Wealth Planning. He is a valuable asset, working closely with his clients and in conjunction with each planner to put together tailored financial plans. Robert is skilled at developing plans that are effective and comprehensive, yet easy for clients to review and understand. Robert enjoys teaching and recently co-taught a five-session estate planning seminar at the Hamilton Adult School. He also contributes to the firm's two newsletters, Financial Advice for the Baby Boomer and The Advisor, writing on a variety of financial topics that are relevant to the firm's client base. Prior to joining the firm in 2006, he held a variety of corporate positions that provided him with the expertise he shares with clients and Access Wealth Planning today. Robert served as Director of Information Systems and then Director of Production for a large corporation. He then owned his own manufacturing business, which he ran for five years before deciding that the financial services industry was where he could make the most difference in people's businesses and lives. In 2015, Robert attained the Chartered Financial Consultant (ChFC®) designation through The American College. This rigorous program addresses a wide variety of current topics such as: behavioral finance, special needs planning, small business planning, financial planning for clients in the LGBT community, financial planning for divorce, and much more. He also holds a Bachelor's degree in History from the City College of New York.

Last University
City College of New York
Is based in Old Bethpage.

Other people working at Fox Rothschild:

Mike ShafferAttorney
Stephanie ResnickSenior Partner and Chair of the Directors’ and Officers’ Liability and Corporate Governance Practice Group
Kenneth KecskesReal Estate and Business Lawyer
Adam SilversteinPartner; Fiduciary Litigation
Andrew ManfredoChief Business Development Officer
Glenn GrindlingerPartner, Fox Rothschild, LLP
Randolph AdlerPartner, National Co-Chair, Emerging Companies and Venture Capital Group
Raquel SeftonSummer Associate
Joshua KleinCorporate Attorney
Amy RubinOffice Managing Partner
C. Holt*****@foxrothschild.com
William BogotTechnical Review Counsel
H. Kleeman********@foxrothschild.com
Andrew MacDonaldLabor and Employment Attorney
Joseph McNelisEmployment and Litigation Attorney
Catherine BarbieriEmployment Litigator and Partner
Jeffrey David PolskyCo-Chair of Fox Rothschild's Labor and Employment Department With 30 Years' Experience in Employment Law and Litigation
Eleanor GerhardsCo-Chair and Partner of Fox Rothschild's Franchising Practice Group and Certified Franchise Executive
Bill MarucaAttorney
Edward Gillespie**********@foxrothschild.com
Jean DurlingChief Talent Officer
Trish LilleyChief Marketing and Business Development Officer
Maria OckenhouseDirector of Marketing Events and Special Projects
Matthew BruceDirector, Information Security
Paul StraubChief Operating Officer
Michelle MaierDirector of Marketing Communications

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