Society for Financial Awareness Image: sofausa.org
A Certified Financial Planner at New Century Planning in Freehold, New Jersey, Robert M. Ryerson advises clients on retirement, estate and legacy planning. Additionally, Robert M. Ryerson serves as a financial strategist at the Society for Financial Awareness, a non-profit organization that provides financial education across the United States.
Comprising financial professionals with diverse areas of expertise, the Society for Financial Awareness offers educational resources designed to make Americans more financially literate. In addition to a vast database of articles related to financial education, the organization offers “content-rich” workshops that inspire and inform. Delivered by professionals in their field, these workshops address common financial concerns such as planning for college and how to create a balanced investment portfolio. Seminars also delve into complex real estate topics such as buying a foreclosure property and avoiding common mistakes as a first-time home buyer. For more information or to schedule a free seminar, visit www.sofausa.org.
A financial professional with more than three decades of experience, Robert Ryerson works closely with clients in the Freehold, New Jersey, area to meet their financial planning needs. As a Certified Financial Planner (CFP) at New Century Planning, he focuses on retirement income planning, as well as estate administration, regularly assisting his clients with legacy and estate planning. He also advises them on health and disability insurance, including Medicare, Medicaid, and Medicare Supplement Plans. Mr. Ryerson’s many years helping his clients navigate the complexities of retirement planning gave him a deeper understanding of the healthcare costs that retirees face. In 2013, he drew upon this knowledge to co-author the book What You Don’t Know About Retirement Will Hurt You.
Outside of his work at New Century Planning, Robert M. Ryerson is a regular fixture at workshops and seminars on retirement. He has delivered several keynote speeches on the often-confusing topic of required minimum distributions. Mr. Ryerson continues to share his financial expertise as a facilitator of online courses for Certified Public Accountants through The Society for Financial Awareness.
In the early 2010s, Mr. Ryerson became concerned about the threat of identity theft after noting the many cybersecurity breaches suffered by major companies. He became a Certified Identity Theft Risk Management Specialist (CITRMS) in 2014. He has since taught identity theft recovery courses at local community colleges. Mr. Ryerson also wrote a book on the topic entitled What’s the Deal with Identity Theft: A Plain English Look at Our Fastest Growing Crime.
A graduate of Rutgers University with a degree in economics, Mr. Ryerson began his career in the financial services industry as a stockbroker. He obtained his CFP designation in 1991 and began working as an independent financial planner a few years later. In addition, he is a notary public.
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