Robert A. Westley, CPA/PFS, CFP, is a CPA financial planner based in New York City. He specializes in the financial management and wealth planning needs of high net worth individuals and their families. Robert is an active member of the American Institute of CPAs, the New York State Society of CPAs, the Financial Planning Association, and currently, volunteers on the AICPA’s Personal Financial Specialist Credential Committee.
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Independent and authoritative analysis and perspective for the banking industry