(516) 319-7091 hello@bni7.com

Robert Soler

Leadership Team


President
Paul Cole

Vice President
Marc Silverman

Secretary/Treasurer
Jessica Allen

Education Coordinator
Keith Underwood

Membership Committee
Agnieszka Chomicz
Robert Smith

Visitor Hosts
Bill Allen
Jason Kapoor

Webmaster & Zoom
Marc Silverman

Change your cover photo
Upload
Financial Advisor
Change your cover photo
Investment Advisor
This user account status is Approved

This user has not added any information to their profile yet.

Strategies For Wealth
212-701-2539
516-319-7091
Making Money Simple!

Robert is dedicated to helping individuals, families and small businesses in three main areas: Protection, Savings and Investing. He seeks to develop long-term proactive relationships with his clients based on his dedication, integrity, and commitment to their personal and financial success.

His initial work with clients encompasses the coordination and integration of all aspects of their finances, both personal and business. Together they co-create a long-term plan that achieves confidence, wealth accumulation and financial balance.

Robert has been with Strategies for Wealth since 2011 and was previously an analyst with an Investment Bank where he advised small business owners on exit strategies, capital raises and traditional M&A transactions. Robert currently resides in Cold Spring Harbor with his wife Kristin and three children. In his spare time, he enjoys traveling and participating in endurance races such as marathons and Ironman triathlons.

BNI 7 Members


Agnieszka Chomicz
Relocation Services

Bill Allen
Property & Casualty Insurance

Bobby Soler
Financial Advisor

Caitlin Kelley
Nonprofits / Powering Potential

Chirag Mody
Mortgage Loans

Dominick Marchese
General Contracting

Howard Globus
IT Consulting

James Rubinowitz
Personal Injury Attorney

Jason Kapoor
Title Services

Jessica Allen
Bookkeeping Services

Keith Underwood
Life/Disability/LTC Insurance

Manuel Cordero
Architecture

Marc Silverman
Web Development & Hosting

Patrick Slutzky
Banking Services

Paul Cole
Residential Real Estate

Ralph Kassin
Certified Public Accountant

Robert Smith
Real Estate Attorney

Leadership Team


President
Paul Cole

Vice President
Marc Silverman

Secretary/Treasurer
Jessica Allen

Education Coordinator
Keith Underwood

Membership Committee
Agnieszka Chomicz
Robert Smith

Visitor Hosts
Bill Allen
Jason Kapoor

Webmaster & Zoom
Marc Silverman