Profile

Mr. Robert Friedman, CFP®, MBA, CDFA

Managing Director,
Central Park Financial Planning LLC

Contact Details

Central Park Financial Planning LLC
60 East 42nd Street
Suite 4600
New York, NY 10165
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Primary: 212-653-0638
Mobile: 917-232-8707

Bio

Central Park Financial Planning is a New York City fee-only financial planning firm that specializes in comprehensive financial planning for individuals and families under an open retainer model. We work with clients who want to develop a more secure future while meeting their personal goals.

Holistic Approach

Our advice addresses your particular financial concerns while enhancing the decisions surrounding all aspects of planning including:

  • Education planning
  • Retirement planning
  • Investment planning
  • Tax planning
  • Insurance planning
  • Estate planning
Educational Orientation

Our objective is to help you better understand the implications of different potential decisions. We take an educational approach and while we have the ability to assist you in managing your investments, we leave you in control of the ultimate decisions made.

Low-Cost, Passive Investment Philosophy

Academic studies have shown repeatedly the benefit of active investment management does not justify the additional cost. Rather, clients are best served by ensuring that their investments are consistent with their risk appetite and personal goals, are tax-efficient, provide adequate diversification and are cost-effective. We integrate effective financial planning with a combination of index-funds and exchange-traded funds (ETFs) to assist clients to meet client’s ultimate objectives.

 * * *

We integrate a consultative mindset with a caring approach to empower clients to discover and gain control of the essentials of their financial future. We understand that, for most people, money is a means to an end and it is critical to think about what type of future one envisions and desires to make the best decisions today to help them achieve that future.

About Rob Friedman

I’m Rob Friedman, founder of Central Park Financial Planning. Prior to becoming a Certified Financial Planner™ and Certified Divorce Financial Analyst®, I spent 25 years as an executive and management consultant in the consumer banking, investment management and insurance industries. During those years I focused on high-profile customer analytics and business strategy issues, advising senior executives at banks and insurance companies on how they should better run their consumer-oriented businesses. While successful, in many ways I was left unsatisfied. From the inside, I saw large financial services companies – and people who work for them – often don’t make the needs of a prospect or client the top priority but rather too frequently focus solely on the bottom-line even when it isn’t in a client’s best interest.

I developed a strong desire to directly help people in making smart financial decisions for themselves and their families. Friends and family members would often seek my perspective on their own personal financial situation. I always found great satisfaction in working through the issues with them, helping to educate them and coming up with a solution to best meet their needs.

I initially assisted individuals and couples going through divorce to make more informed and more effective decisions. While I continue to provide such services, I now focus on a broader range of financial planning issues for individuals and couples. In this work, I bring to bear my business school education, my banking, investment and insurance industry experience and my expertise at advising clients on complex matters.

I look forward to speaking with you to see how I can assist you in achieving your personal financial and life goals. 

  • Master of Business Administration, Real Estate Finance & Marketing, Wharton School of the University of Pennsylvania
  • Bachelor of Science in Economics, Finance & Accounting, Wharton School of the University of Pennsylvania
  • Certificate in Financial Planning with Distinction, UCLA

Professional Credentials/Designations

  • CDFA
  • CFP®
  • MBA

Serving Clients Living In

  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Accepting New Clients

  • Yes

Offers Remote Appointments

  • Yes