
Roy A. Schoenfeldemail
Professional Story
My career in wealth management began at Morgan Stanley continued at Merrill Lynch and Lincoln Financial Advisors (after a 16-year career in the commercial real estate business). In July of 2024 I decided to start my own practice, RAS Wealth Management & Insurance Strategies.
I received my beachelor's degree form The George Washington University, Elliot School of International Affairs in Chinese and East Asian Studies. I furthered my studies at the New York Univeristy, Stern School of Busienss with a concentration in Marketing and Management and received my MBA from The Lubin School of Business at Pace University.
I live and work in Manalapan, NJ and I am active in my community. In my free time I enjoy traveling, golfing, and spencing time with my family. I also support organiztions like The Laurel School of Princeton, Special Strides, and The United Way of Monmouth County.
Education
The George Washington University (1990-1994), New York University (1995-1996), Pace University (1998-2002)
Hobbies
Golfing, Traveling, Volunteering
Languages: English
Credentials: CRPC®
Specialties:Business Owners, Investment Strategies, Insurance Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education
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