Robert S. Tilson, CFP®
Financial Planner & Next-Generation Leadership
About
Rob represents the next chapter of Tilson Financial Group. Before joining the firm in 2016, he spent six years at Gabelli & Partners, a money management firm in Rye, NY, where he developed a sharp eye for investment analysis and an aptitude for deepening client relationships. At Tilson, Rob has stepped into a leadership role shaped by the same values his father built the firm on: know your clients deeply, respond quickly, and never treat financial planning as an afterthought. He’s driven by a commitment to growing the firm while keeping its service model personal and human.
EXPERIENCE
Rob’s work centers on investment analysis, comprehensive financial planning, and building long-term client relationships. He serves on the firm’s financial planning and investment committees, contributing to the disciplined, planning-led approach that defines Tilson’s work. Rob spends significant time understanding each client’s situation and finding creative solutions tailored to a client’s specific needs. For clients navigating a complex transition, Rob brings both the technical depth and the personal attention the moment demands.
Credentials and Education
CERTIFIED FINANCIAL PLANNER™ (CFP®). Bachelor of Science in Finance and Bachelor of Arts in Philosophy, Boston College.
Beyond The Office
Rob lives in Chatham, NJ with his wife, Courtney, and their three young children. When he’s not at the office, he plays paddle tennis, softball, golf, and performs classical and jazz trombone in local bands. He’s also an avid Jets fan, and he’d appreciate your sympathy on that front.
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Tilson Financial Group brings clarity, confidence, and presence when it counts.
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