Robert Sorge, MBA, CRPC, AIF, CDFA, CPFA
Founder, Personal CFO
Robert is the founder of ClearView Investment Partners, an independent wealth management firm providing advisory services to small and medium businesses and private clients. Robert is passionate about helping people and acts as a trusted partner advising clients on strategies to accumulate, protect, preserve and distribute money in a tax sensitive, holistic manner.
Robert has over 30 years of experience in financial services and has held a variety of positions in the field. Before founding ClearView Investment Partners, Robert was a Vice President at Morgan Stanley Smith Barney for seven years where he led a team providing financial and retirement advisory services to private clients. Prior to that role, he held senior business development positions at a private technology research firm and Thomson Reuters where he worked with financial professionals nationwide providing customized investment solutions for private clients. Robert also spent eight years with Prudential Financial in the mutual funds strategy and planning division and corporate finance. Robert's professional experience has helped him to form a deep understanding and appreciation for financial services from a multitude of perspectives.
Robert’s accreditations include an MBA in Finance with a specialization in International Business from Fordham University (NY) and a B.S. in Business Management and Political Science from Moravian College (PA). He is an Accredited Investment Fiduciary® (AIF®). a Chartered Retirement Planning Counselor℠ (CRPC®), a Certified Divorce Financial Analyst (CDFA®) and a Certified Plan Fiduciary Advisor (CPFA®). He holds Series 7, 66, and 24 securities registrations through LPL Financial as well as Life and Health insurance licenses.
In addition, Robert is an eight-time recipient of the Five Star Wealth Manager Award. This award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. For more information on the Five Star Wealth Manager Award, click here.
Outside of the office, Robert enjoys spending time with his family. An avid sports enthusiast, Robert enjoys attending professional games and events anytime he gets a chance.