Robert Soler

Financial Specialists at The Guardian Life Insurance Company of America

📍 Milford, Massachusetts, United States

Robert Soler is a Chartered Financial Analyst (CFA) and financial representative with Guardian, specializing in comprehensive financial strategies for individuals and businesses. He leverages a unique background in Civil Engineering and prior experience as an investment banking analyst to co-create long-term plans for his clients.

Outside of work, Robert is an avid endurance athlete who participates in marathons and Ironman triathlons. He is actively involved in philanthropy, serving on the Board of Directors for the charity "Back on my Feet. " He resides in New York with his wife and four children.

He holds a degree in Civil Engineering, an uncommon background for a financial professional.

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Current Role

Financial Specialists

Location

Milford, Massachusetts, United States

Personality Overview

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Priorities

Topics Robert cares about

Endurance Sports

He is a dedicated athlete who actively competes in challenging endurance races, including both marathons and Ironman triathlons.

Business Exit Strategies

His background as an investment banking analyst involved advising business owners on exit strategies, capital raises, and M&A transactions.

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Career

Work history

Financial Specialists

The Guardian Life Insurance Company of America

In the press

Media appearances

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Education

Robert has no verified education history

Social presence

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