Robert Lepsonis a partner and senior wealth advisor with more than thirty years of experience. He joined RWA Wealth Partners in 2017 through its acquisition of Braver Wealth Management. Prior to joining Braver, Bob was vice president and regional planning consultant at Fidelity Investments. He has extensive experience in retirement income planning, risk-controlled portfolio design and charitable giving strategies.
In 2023, Bob was honored as a Five Star Wealth Manager by Boston Magazine for the ninth time. He has been featured in prominent publications such as The Boston Globe, Financial Advisor magazine, and The Wall Street Journal. Bob has also hosted an online finance forum on Boston.com.
Bob earned a B.A. from Brandeis University and is a CERTIFIED FINANCIAL PLANNER™ professional. He is also a NAPFA-Registered Financial Advisor and a member of the Financial Planning Association.
Bob resides in Brookline, MA with his wife Johanna and their Siberian Husky Luna. He has two adult children.
*The Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. The award does not evaluate the quality of services provided to clients nor is it indicative of the Wealth Advisor’s future performance of investment success. For more information on this award, please refer to the Awards and Recognitions page on this website.
The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.
