Robert Breslin, CFP<sup>®</sup>, CLU<sup>®</sup>
Robert Breslin, CFP®, CLU®
Wealth Manager
Office: Westport, CT
Team: Wealth Management

Education & Certificates

B.A., St Lawrence University, Certified Financial Planner™, Chartered Life Underwriter®

Professional Background

I have worked in financial services for my whole career, advising both individuals and institutions. I started my career with Fidelity Investments advising individuals and then spent almost 20 years at Jones Institutional Trading advising hedge funds and large asset managers. Following my time at Jones, I started a real estate holding company investing in income properties before returning to financial planning and advising.