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Robert Zola

Certified Financial Planner and Senior Wealth Advisor - New York

Winthrop Wealth

United States, New York, New York

About Me

As both an attorney and a CERTIFIED FINANCIAL PLANNER™, I understand the unique financial complexities that come with practicing law. From irregular income and partnership structures to buy-sell agreements and retirement planning, attorneys face challenges that demand more than a cookie-cutter approach. I help legal professionals gain confidence around unpredictable income, save valuable time so they can focus fully on their practice, and feel confident knowing their financial world is coordinated and aligned. By blending my legal background with decades of experience in strategic planning, risk management, and investment design, I seek to provide attorneys with clarity and a structured p

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Profile Information

Certified Financial Planner and Senior Wealth Advisor - New York

Winthrop Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

New York

New York

United States

Oct 12, 2025

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