Robert Breslin, CFP®, CLU®
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.
Personal Interests
I have a love of the outdoors activity, especially the ocean, spending much free time either on/in the water via boating and surfing as possible. Outside of work real estate and investment properties are a passion.
I currently serve as the Vice Commodore at Saunderstown Yacht Club and have formerly held board positions at Rocky Hill Country day School and the Gilbert Stuart Birthplace Museum.