Increasingly, individuals bear more of the responsibility for accumulating the resources needed for consumption in retirement. As employer-sponsored defined benefit plans decline in popularity, a greater emphasis is placed on employees to save at levels that are sufficient enough to... Robert Westley, CPA/PFS, CFP®
Robert is a second vice president and financial planner at The Northern Trust Company in New York City. He specializes in the development, implementation and oversight of financial, estate and tax plans for high-net-worth individuals, senior executives and Manhattan’s most affluent families. Robert is an active member of the AICPA and the New York State Society of CPAs, and currently serves on the AICPA’s Personal Financial Specialist Credential Committee.
