Bob Jaffe joined CFS Investment Advisory Services in 1999. He is an Accredited Asset Management SpecialistSM (AAMS®) and earned his MBA from Columbia University School of Business. Since 1986, Bob has been advising individuals in planning their investment strategies and establishing major charitable gifts. He currently manages assets for individuals and families as well as 529 Plans for their children and grandchildren.
Bob is graduate of Dartmouth College, and attended the Amos Tuck School at Dartmouth. He is an alumnus of The Peddie School, where he served as Director of Development.
Since May 2017, Bob and his wife, Debbie, have resided in Saratoga Springs, New York, where they built a home and office. Bob manages his clients' accounts from his Saratoga Springs office. He communicates with clients and colleagues both electronically and by frequent visits to CFS in Totowa. Active in their community cultural life, Bob and Debbie are members of the Hyde Collection Art Museum and Saratoga Performing Arts Center. Bob is a Fellow in Perpetuity of The Metropolitan Museum of Art.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
and 
in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
CFS Investment Advisory Services LLC is a Registered Investment Advisor ("RIA"), located in the State of New Jersey. CFS is registered with the SEC. CFS Investment Advisory Services provides investment advisory and related services for clients nationally. CFS Investment Advisory Services will maintain all applicable registration and licenses as required by the various states in which CFS Investment Advisory Services conducts business, as applicable. CFS Investment Advisory Services renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
