Robert Ashegh CRPC®, CPFA
As a Wealth Advisor I assist individuals, families and businesses with their wealth management needs. I provide a goals-based wealth management process, focused on generational succession with a consultative approach that is reflective of each client's specific needs.
Robert is a founding member of NE Financial Partners, which was started in December of 2020. He previously worked as a Senior Financial Advisor with Merrill Lynch since 2008. Robert has over 21 years’ experience in the financial services industry assisting corporations with their comprehensive retirement plan needs as well as individuals and families.
He received his BS from the University of Massachusetts in Amherst and has obtained his Chartered Retirement Planning Counselor (CRPC®) designation. Robert also has a designation from the National Association of Plan Advisors, CPFA – Certified Plan Fiduciary Advisor. Robert currently lives in Cranston, RI and has four children. He has been living and working in Rhode Island since 2001 and prior grew up in the Northshore of Massachusetts until moving to RI.
*CRPC® and Chartered Retirement Planning Counselor℠ are trademarks or registered service marks of the College for Financial Planning in the US and/or other countries.
*CPFA is a Credential earned through the National Association of Plan Advisors via the American Retirement Association
Barbara J. Delponte CFP®
As a Registered Administrative Associate, Barbara assists our clients with maintaining and servicing all their account needs. She works alongside Robert with scheduling and reviewing client portfolios and manage the day-to-day operations for the office. She is focused on working closely with our clients and always maintaining the highest level of service for all their needs.
She has over 23 years’ experience in the industry. Barbara worked at Merrill Lynch, Ameriprise, and Transamerica over the years in a variety of service roles. Along with my experience within the industry, she has her master's in mathematics Secondary Education and has obtained her CFP®. Barbara also has taught at The Wheeler School and LaSalle Academy.
Barbara grew up in Weston, CT and currently lives and works in Cranston, RI. She has two grown daughters that live in NY.
*CFP® and CERTIFIED FINANCIAL PLANNER ™ are trademarks or registered service marks of the CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
