Robert Loeb is a CFP® professional with 39 years of experience in the financial services industry. He is affiliated with Kestra Advisory and Kestra Investment Services, where he has worked since 2016, and he is also the owner of Westchester Benefit Group, a firm he has led since 1993. Outside of his advisory work, Loeb serves as president of the N. Salem Lions, a community and charitable organization, and acts as trustee of the Thomas J. Kaplan Estate. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services that include fiduciary consulting, plan design, and employee education. The firm manages substantial assets and serves diverse clients, including very large institutional investors and sovereign wealth funds, while utilizing multiple management platforms and third-party solutions within its supervisory framework.