Our Team

Since 1991, successful business owners, professors, retirees, individuals, and families have partnered with us to establish and maintain their long-term financial goals. As an independent financial planning firm, we focus on our clients’ best interests, as we understand every client has unique financial concerns. We’re committed to providing solutions tailored to your individual needs by providing education, coordination, and objective advice to best reach your financial goals.

Robert L. Stern ChFC®, CASL

Founder
Chartered Financial Consultant®
Chartered Advisor for Senior Living

Bob is the founder of Stern Financial. He is a financial professional with more than 25 years of experience. Bob graduated from Temple University with a BA. He attended graduate school at the University of Massachusetts and has attained the ChFC® and CASL certifications from The American College. Bob has an extensive business background and a continuing commitment to professional education—a necessity in today’s ever-changing world. Bob is active in his community and is a two time President of the Rotary Club of Amherst, Massachusetts. He is an avid cook, has wide-ranging interests, and enjoys international travel. He resides in Amherst with his wife, Lynne.

Bob truly enjoys the unique collaboration he has with his clients.

Nicholas E. Stern, CFP®

Managing Partner
CERTIFIED FINANCIAL PLANNER Professional ™
Nick has been named Managing Partner in March of 2018. He is a graduate of Temple University’s Fox School of Business, with concentrations in risk management and insurance. He continues to leverage his significant experience in the financial services industry to provide optimal wealth management solutions to our friends and clients. Nick holds the FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®, in addition to his Life and Health Insurance License. He earned his CERTIFIED FINANCIAL PLANNER™ Certification, which will enable him to enhance the value of the RLS client experience.
Nick is an active member in the community. He helped found Young Professionals of Amherst, now Hampshire County Young Professionals. Nick served as a long time President and Board Member. In 2021, Nick assumed the Treasurer position and remains an active Board Member. Nick enjoys spending time with his wife Abby, daughter Penelope and is an avid fitness enthusiast, golfer and traveler.

Mary Glaser

Administrative Coordinator
Mary M. Glaser became the new Administrative Coordinator at Robert L. Stern Financial Services, located in Amherst, MA, in August 2018. She has a BA in Communications/Business Administration and an MA from Rowan University. Her experience includes GE Patents and Licensing, Trinity Investment Management and teaching secondary English in NJ, NY and CT. Her diverse experience will enable her to continue our tradition of providing world-class service to our friends and clients.
Her daughter Julia is a sophomore at UMASS, and her son Charles is a recent Computer Science/Engineering graduate of the University of Connecticut. Mary enjoys gardening, hiking, writing and spending time with family and friends.

Portfolio Management

Founder, Chartered Financial Consultant®, Chartered Advisor
for Senior Livinga

Bob is the founder of Robert L. Stern Financial Services. He is a financial professional with more than 25 years of experience. Bob graduated from Temple University with a BA. He attended graduate school at the University of Massachusetts and has attained the ChFC® and CASL certifications from The American College. Bob has an extensive business background and a continuing commitment to professional education—a necessity in today’s ever-changing world. Bob is active in his community and is a two time President of the Rotary Club of Amherst, Massachusetts. He is an avid cook, has wide-ranging interests, and enjoys international travel. He resides in Amherst with his wife, Lynne.

Bob truly enjoys the unique collaboration he has with his clients.

Nicholas E. Stern, CFP®

Managing Partner, CERTIFIED FINANCIAL PLANNER™ Professional
Nick has been named Managing Partner in March of 2018. He is a graduate of Temple University’s Fox School of Business, with concentrations in risk management and insurance. He continues to leverage his significant experience in the financial services industry to provide optimal wealth management solutions to our friends and clients. Nick holds the FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®, in addition to his Life and Health Insurance License. He earned his CERTIFIED FINANCIAL PLANNERTM Certification, which will enable him to enhance the value of the RLS client experience.
Nick is an active member in the community. He helped found Young Professionals of Amherst, now Hampshire County Young Professionals. Nick served as a long time President and Board Member. In 2021, Nick assumed the Treasurer position and remains an active Board Member. Nick enjoys spending time with his wife Abby, daughter Penelope and is an avid fitness enthusiast, golfer and traveler.

Mary Glaser

Administrative Coordinator
Mary M. Glaser became the new Administrative Coordinator at Robert L. Stern Financial Services, located in Amherst, MA, in August 2018. She has a BA in Communications/Business Administration and an MA from Rowan University. Her experience includes GE Patents and Licensing, Trinity Investment Management and teaching secondary English in NJ, NY and CT. Her diverse experience will enable her to continue our tradition of providing world-class service to our friends and clients.
Her daughter Julia is a sophomore at UMASS, and her son Charles is a recent Computer Science/Engineering graduate of the University of Connecticut. Mary enjoys gardening, hiking, writing and spending time with family and friends.