Robert Tendler is a Partner at Harbor Lights Financial Group with more than 35 years of experience in the financial services industry. Robert focuses on working with pre-retirees and retirees to develop retirement income investing strategies to generate optimal cash flow from sources such as personal retirement savings, IRAs, pensions, annuities and Social Security to fund a desired retirement lifestyle. This includes providing after-tax net income projections.
As a recognized retirement planning expert, Rob has appeared on CNBC and offered his opinion and commentary to leading financial media organizations, including Kiplinger’s Personal Finance Magazine, USA Today, Time and Defined Contribution News. He has also spoken publicly on topics ranging from the importance of investing in a 401(k) plan to investment selection and allocation.
Prior to founding Harbor Lights Financial Group, Rob worked in the tax services group for the “big eight” accounting firm Coopers & Lybrand, a predecessor firm to PricewaterhouseCoopers, LLP, and at Donalson, Lufkin & Jenrette where he was responsible for special situations and investment strategy.
Rob has met the rigorous pre- and post-certification requirements to attain a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, and presented seminars and lectures on financial planning to Fortune 500 and leading civic organizations. He holds a Bachelor of Arts Degree in Accounting from Rutgers University.
Rob has been married for 33 years and he and his wife have a daughter who is a doctor. He is a native of Brooklyn, NY, and a past member of the Board of Directors for the American Red Cross and American Heart Association.