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Robert G. KrivitCFP®

Robert G. Krivit
CFP®

Director of Financial Planning

Robert Krivit is the Director of Financial Planning at Rockline Wealth Management. He has been helping clients with their investment and planning needs since 1976.

Developing portfolios and trading strategies based on fundamental and technical analysis is Robert’s specialty. With more than four decades of navigating the markets, Robert’s discipline and attention to detail have proved invaluable in helping our clients grow and protect their wealth.

Originally from Minnesota, Robert received his first degree in Economics at Viggbyholmsskolan in Stockholm, Sweden. He went on to receive a BA in Economic History at the University of Minnesota and later attended the Columbia Graduate School of Business Administration. In addition to his decorated academic career, Robert has also earned his Certified Financial Planner designation.

Robert resides in Hauppauge, New York with his wife of 42 years, Fran. They have two children, Sam and Illyana, and together they enjoy staying active in the fitness community, traveling, and spending time with their 4 grandchildren.