About Robert Cepeda, CFP®

Comprehensive client service is the key to Robert Cepeda’s work as a financial planner.  “I want to know every aspect of a client’s financial picture before making a single recommendation,” he emphasizes.

For Robert Cepeda, the job of serving his clients properly begins with understanding their goals, their dreams and their financial circumstances. Drawing on his extensive experience and education in financial services, Robert is able to offer unique insight and personal dedication to clients of Quest Financial Services.

Robert graduated from the University of Rochester with a degree in Economics and a Certificate of Management in Accounting & Finance. He has earned one of the most respected designations in the financial planning industry, that of a Certified Financial Planner (CFP® ). He also holds a Series 7 & 24 securities registration and is licensed in Life, Accident & Health insurance.

Robert began his career at a Wall Street investment firm and went on to become a founding partner of Quest Financial Services. By creating an independent firm, Robert  gained the freedom to expand his client services to include tax planning, estate preservation and full spectrum financial planning. “My goal is to assist clients in accumulating and retaining wealth,” he says.

The greatest satisfaction of his career is helping people achieve their goals. “When we take on a new client we believe very few professionals go into as much depth as we do,” Robert says with conviction.

Looking to the future, Robert says many of his clients will be retiring in the next ten to fifteen years. His goal is to make sure they have maximized their pensions and other sources of income as well as helping to protect themselves and their estates through proper planning.

Robert serves as an Ambassador with the Orange County Chamber of Commerce. He is a registered representative of and offers securities, investment advisory, and financial planning services through NPC of America.