Robert Ryerson
Profile Verified by The Marque
Last Updated: 22 Sep 2026
Financial Fiduciary | Certified
Freehold, US
Profile Verified by The Marque
Last Updated: 22 Sep 2026
THE MARQUE
In Their Own Right
Biography
Robert Ryerson is a Certified Financial Fiduciary, and Founder of New Century Planning Associates, Inc., where he offers guidance to clients in addressing concerns and goals relating to retirement income planning, long term health care planning, and asset preservation and legacy planning.
With more than 35 years of experience as an independent financial planner with several professional designations, he has built a strong network of professional colleagues, collaborating with estate planning attorneys and investment advisors to provide comprehensive solutions for his clients.
Years ago he recognized the growing risks of identity theft, and how it could impact his clients, and earned the Certified Identity Theft Risk Management Specialist (CITRMS) designation, and began integrating it into his plans for clients. He also acquired additional credentials, including Certified In Long Term Care (CLTC), and has extensive experience in estate and legacy planning. Earlier in his career, Robert passed the Series 7 and Series 3 exams ( General Securities Rep, and Commodities Rep) before his tenure with Shearson Lehman American Express.
Several years ago, he obtained the important Retirement Income Certified Professional (RICP) designation, which adds a lot of knowledge and value on the retirement planning front for his clients and prospective clients.
Robert is also committed to financial literacy, and teaches retirement planning courses at various New Jersey institutions, through the 30 year old non-profit Society For Financial Awareness( SOFA), which is based in San Diego. He has also offered continuing education for CPAs and insurance professionals on subjects such as investing, economic trends, and identity theft protection. Robert is also a keynote speaker at industry conferences, and offers numerous educational dinner presentations for the public.
The Record
Background
-
1998 — Present
Financial Fiduciary | Certified
New Century Planning Associates Inc.
New Century Planning Associates, Inc. is a full-service financial planning firm offering retirement income planning, financial planning, long-term care planning, and legacy planning.
-
1988 — 1998
Planner
Independent Insurance & Financial Planner
-
1984 — 1988
Financial Consultant
American Express
American Express is a well-known global financial services provider that focuses on premium credit cards, charge cards, travel services, and innovative payment solutions. It is celebrated for its outstanding customer service and loyalty rewards programs.
Formative Years
Education
-
Rutgers University
BA | Economics
1977 — 1981
Areas Of Focus