Robert Sorge MBA, CEPA®, AIF®, CRPC®, CPFA®
Robert Sorge is the founder of ClearView Investment Partners, an independent wealth management firm serving private clients, businesses, non-profits, and foundations. With over 35 years of experience in financial services, Robert brings a multi-dimensional perspective to wealth management, guiding clients with strategies towards accumulating, preserving, and distributing wealth in a holistic, tax-efficient manner.
Prior to founding ClearView, Robert was a Vice President at Morgan Stanley Smith Barney, where he led a team focused on retirement and financial planning for private clients. He also held senior roles at Thomson Reuters and a private technology research firm. He began his career in strategy and corporate finance at Prudential Financial.
Robert holds an MBA in Finance from Fordham University and a B.S. from Moravian College. He is an Accredited Investment Fiduciary (AIF®), Certified Plan Fiduciary Advisor (CPFA®), Chartered Retirement Planning Counselor (CRPC®)*, and a Certified Exit Planning Advisor (CEPA®). He maintains Series 7, 24, 63 through LPL Financial, and his 66 through both LPL Financial and Private Advisor Group LLC. He is also Life and Health insurance licensed.
As a 12 Year recipient of the Five Star Wealth Manager Award** , Robert is valued for his dedication, integrity, and client-first approach. Outside of work, he enjoys spending time with family and attending sporting events as an avid fan.
*CRPC conferred by College for Financial Planning.
**Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013-2022, 2024-2025 Five Star Wealth Managers.
