Robert Ryerson

Robert Ryerson

Certified Financial Planner/President

Robert “Bob” Ryerson entered the financial industry in 1984 when he went through training to be a “stockbroker” as they were then called, for Shearson Lehman American Express in the World Trade Center. He broadened his efforts in the field by becoming a Certified Financial Planner (CFP) in 1991.  More recently, he became concerned about the epidemic of identity theft, and became a Certified Identity Theft Risk Management Specialist (CITRMS), and wrote the just released book “What’s the Deal With Identity Theft-A plain English Look at Our Fastest Growing Crime,” which is available as an e-book and paperback on Amazon.  Bob also co-authored the 2013 book, “What You Don’t Know About Retirement Will Hurt You .’’  which discussed the risks of health care costs which are often underestimated by retirees.

Bob is a notary public, and holds a BA in Economics from Rutgers University.  He is a frequent online instructor of continuing education classes for CPAs, as well as a public speaker at various locations on retirement planning issues. In particular, Mr. Ryerson is a keynote speaker at dinner seminars on  the often confusing issue of “Required Minimum Distributions” from retirement plans.  He and Mr. Terrero are ,in fact, writing a book on this subject, with Michael Mangini, a Freehold=-based estate planning attorney, which is due out this fall. 

Bob’s focus is on retirement distribution planning, identity theft, and market and economic trends research, but he also works on making time for family, and travel and reading and writing.

 

Phone 732-702-2777
Fax 732-845-1550