Robert (“Bob”) Lepson serves as a partner and senior wealth advisor with RWA Wealth Partners. He has more than 30 years of experience helping individuals and families define their fiscal goals and make smart financial decisions. Bob is passionate about financial planning and has extensive experience in retirement income planning, risk-controlled portfolio design and charitable giving strategies. He partners with experts across the firm to provide clients with holistic wealth management services to help obtain the best possible outcomes.

Prior to joining the firm, Bob was vice president and regional planning consultant at Fidelity Investments, where he helped steer clients through the complexities of financial planning. He also worked for Fidelity Investments Life Insurance as a branch insurance specialist, where he provided clients with education and guidance on various life insurance products.

Bob is a multi-year winner of the Boston magazine Five Star Wealth Advisor award.* In addition, 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 in American studies, and he is a CERTIFIED FINANCIAL PLANNER^® professional, a NAPFA-Registered Financial Advisor and a member of the Financial Planning Association.

Bob resides in Brookline, MA, with his wife and their Siberian husky, Luna. He has two adult children.