Robert Gershkowitz, co-founder of Allwealth Planning, is a financial planner committed to helping clients gain clarity, confidence, and an advocate for their financial future. With more than a decade of experience, he specializes in guiding pre-retirees and retirees through wealth management, tax strategies, and estate planning, while also supporting small to mid-sized businesses with group retirement plans and benefits.
Robert’s professional foundation is built on both education and experience. He holds the Series 7, 63, and 66 registrations, and earned his Bachelor’s degree in Business Management with an emphasis in Project Management from the University of Phoenix.
Financial planning has been part of Robert’s story from an early age. Growing up with a father who was also an advisor, he saw firsthand how careful planning and genuine care could impact families and communities for generations. That perspective continues to guide him today, as he finds the greatest fulfillment in helping clients retire with confidence and live fully after years of hard work.
Beyond his professional life, Robert and his family are active in their local community. From his wife Darcy’s leadership of a school community garden to their family garden at home, they enjoy sharing fresh produce with neighbors and fostering community connection. Robert also supports his children, Emmery and Oliver, in their many pursuits and enjoys playing guitar and starting his mornings at the gym.
The dedication Robert brings to family and community is the same commitment he offers every client. Wherever you are in your financial journey, he is ready to be your partner and guide each step with clarity and care.