Speaker Bio: Robert Peller, CPA, MBA
Peller and Company, LLC
and Peller Wealth Management
Robert Peller is the principal of both Peller and Company, LLC as well as Peller Wealth Management. He is a Certified Public Accountant and holds an MBA with a concentration in taxation. In addition, he is a registered financial advisor trained in wealth management, life insurance and financial consulting, affiliated with Cetera Financial Specialists LLC and Cetera Investment Advisors, LLC. Robert practices in the areas of corporate, individual and Estate planning for clients in a vast array of industries and specialties including media, entertainment, retail, technology, fashion, luxury goods, film, television, book publishing, music, sports, franchises, advertising and the arts. His focus is on the tax and retirement planning as it relates to his clients and their unique needs.
As a CPA and specifically as part of his tax practice, Robert advises both domestic and international clients in connection with ever changing tax laws for strategic planning specific to individuals, corporations and LLC’s. He also consults on equity and debt financings, mergers and acquisitions, joint ventures, business formations, reorganizations and restructurings and holding company formation and execution.
As part of his wealth management practice, Robert counsels clients in connection with the estate planning, retirement planning, college planning and risk management planning. He specifically works with his clients at all stages of the life cycle in planning and creating portfolios for those in the accumulation phase as well as planning and coordinating the distribution phase for those either already in or headed into retirement.
Robert prides himself on his ‘Solve By Committee’ approach with all of his clients. This entails including other professionals who all come together in Robert’s offices to assist his clients in areas dealing with client needs outside of Robert’s area of expertise including setting up Wills, Trusts, specialty plans requiring actuarial involvement, Venture Capitalists, and other consultants as appropriate. Given his specialty as a small business start-up advisor, this approach has proven invaluable to his clients.
In his limited time, Robert serves on many boards and committees, including the board of international fashion company, a De Novo Bank, and several other advisory finance committees. He is also especially proud to be on the board of several Not-for-Profit organizations.