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.
Robert Soler
Financial Specialists at The Guardian Life Insurance Company of America
Milford, Massachusetts, United States
Overview
Topics They Care 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.
Community Philanthropy
He serves on the Board of Directors for "Back on my Feet, " a national charity that uses running to help individuals experiencing homelessness.
Media Appearances
Robert has no verified media appearances
Work History
Financial Specialists at The Guardian Life Insurance Company of America
Education
Robert has no verified education history
More Information
Social Presence :
Prographics :
Exp : N/A
Location : Milford, Massachusetts, United States
Job Level : N/A
Designation : Financial Specialists at The Guardian Life Insurance Company of America
