Robert Shaffer Wealth Management | Financial Planners Westfield, NJ | Who We Are
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Robert Shaffer, CFP®, Founder

The Retirement Income Specialist

Rob Shaffer is the founder and Managing Partner of Robert Shaffer Wealth Management. A specialist in retirement income strategies, Rob has received the designations of Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC) from the College for Financial Planning.

 

Rob began his career as a financial advisor in 1988 with Butcher & Singer (later Wheat First Securities). In 2000 he moved his practice to RBC Wealth Management where he served as both an advisor and Branch Director in several offices in New Jersey. Despite a great affection for RBC and many of the people he had the good fortune to work with, Rob decided to establish his own practice in Westfield. As the founder and Managing Partner of Robert Shaffer Wealth Management, Rob was able to create a firm custom designed to serve his long term clients.

 

Before coming into the advisory business he was a professional musician, recording engineer and soundtrack editor for radio and television production. He worked on a variety of advertising campaigns and was a soundtrack editor for the 1980s cartoon series “Thundercats”. He grew up in North Carolina, graduated from Berklee College of Music in Boston and moved to Westfield with his wife Cathy in 1983.

Anne Herbster, Director of Client Experience

Anne comes to us with many years of both corporate and local business experience.  She has served as a benefits specialist in Human Resources for both Merck and Nabisco.  She also spent many years as a bookkeeper for a local dental practice.

Anne serves a critical role in our practice both in running the office and in helping clients.  She coordinates all client communications, appointment scheduling and any administrative client needs that come her way.  Anne takes great pride in getting to know our clients personally through both telephone and in person contact.

Anne is also responsible for our client informational mailings and maintaining our social media sites.

If you have a question about anything Anne is the first person to call.

A 20 year resident of Westfield, Anne and her husband Bill have two sons currently attending college.  In her free time, she enjoys walking, running and reading.