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You are here: Home / About Wealth Preservation Solutions / Robert W. Davis CFP®, RICP®

Robert W. Davis CFP®, RICP®

Robert Davis CFP

Wealth Management Advisor
Wealth Preservation Solutions, LLC
(201) 632-2040
rwdavis@wpsllc.net

Robert Davis 2025 Five Star Wealth Manager

Robert W. Davis is a proven CERTIFIED FINANCIAL PLANNER™ Practitioner and Retirement Income Certified Professional® at Wealth Preservation Solutions. He has spent over three decades in the investment advisory and insurance industries. Bob is dedicated to his clients, delivering private wealth management services to high-net individuals, multi-generational families, small business owners, and executives.

Bob partners with you on your journey towards financial security. Whether you are looking to preserve your wealth, plan for retirement, or navigate complex financial landscapes, Bob’s forward-thinking strategies and personalized approach help you bring your financial goals within reach.

His expertise encompasses a wide range of financial strategies, including investment planning and tax reduction, income strategies, business succession, group and individual fringe benefits, retirement and estate planning. Bob’s innovative approach and commitment to excellence have earned him numerous accolades, including the prestigious Five Star Wealth Manager award, a distinction held by less than two percent of wealth managers in the state of New Jersey.

Beyond his professional achievements, Bob is committed to his community. He and his wife, Jacci, are proud parents of two children and actively participate in youth sports organizations and various charitable endeavors. An avid tennis player and passionate fisherman, Bob brings the same level of dedication and enthusiasm to his personal interests as he does to his clients’ financial well-being.

1 For full details about the Five Star Professional selection criteria, click on this link: https://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance.

About Wealth Preservation Solutions

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  • Carrie Ware
  • Matthew Waldman, CLU®, ChFC®
  • Michael Csedrik

The Wealth Preservation Solutions Team

  • About Us Overview
  • Dennis J. Amico
  • Kevin Ellman CFP®
  • Paul D. Miller
  • Robert W. Davis CFP®, RICP®
  • Dolores White
  • Susan J. Forman CFP®
  • Carrie Ware
  • Matthew Waldman, CLU®, ChFC®
  • Michael Csedrik

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