Robert Mauterstock

I focus on the issues facing baby boomers and their adult children.

For over 30 years I was a financial advisor working with hundreds of families to help them reach financial independence. About ten years ago I sold my practice and decided to focus my efforts on a passion I had developed during those years. I became very concerned about parents’ inability to communicate their wishes and concerns to their adult children. In too many cases I saw the tragic results of this lack of planning. As a result I have spoken to groups all over the country and written four books dealing with the importance of intergeneration communication. I have been a Certified Financial Planner since 1987. I received my BA degree in Social Psychology from Princeton in 1968 and a Master’s Degree in Education from the University of Connecticut in 1975. I served as a Naval Aviator from 1969-1974. My most recent project is training financial professionals to become Certified Elder Planning Specialists.

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