Robert P Yerger
Wealth Management Advisor|CFP®, CLU®, RICP®, CASL®
Professional
Robert Yerger joined Northwestern Mutual in 1982 as a Financial Representative and has served in various roles throughout his career with the company. He has worked with Harvey J. Boxer, CLU®, ChFC®, MSFS, for over 30 years, building a successful practice and relationship which led the team to be recognized with numerous awards, local and national recognition. Robert was the a key contributor in building a successful network office in the greater Waterbury area for Northwestern Mutual.
He previously served as a College Unit Director, and Operations Manager. He is currently a Wealth Management Advisor for the Northwestern Mutual Wealth Management Company. He currently holds a Series 7 General Securities Registration as well as an active State of Connecticut Life and Health Insurance Producers License. He recently earned his CFP® and CLU® designations after several months of study. His background and expertise have enabled him to focus his time on client development and personal planning analysis. He is a valuable resource not only to his clients, but to his staff and team members as well.
He is a graduate from Connecticut College with a B.A. in Liberal Arts.
Personal
Robert Yerger is a life long resident of the Greater Waterbury area and currently lives in Watertown, CT with his wife and three children. He has been involved in Youth Soccer for the past 15 years.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
