Robert J. Gibson, CFA

Robert J. Gibson, CFA® (Rob) is a Wealth Management Advisor with Forest Hills Financial Group (FHFG), bringing more than twenty-five years of finance industry experience, from investment banking and private credit to private equity and, currently, comprehensive financial planning and wealth management. His practice is built on a simple but powerful conviction: that every client deserves the same level of care, precision, and personalized attention that he would expect for himself and his own family.

At FHFG, Rob operates a boutique, high-touch, relationship-driven, and client-centric practice defined by disciplined execution. He develops personalized financial strategies aligned with each client’s unique circumstances, integrating investment management, tax efficiency, insurance planning, long-term wealth accumulation and preservation, and estate planning. Rob specializes in working with business owners, medical sales professionals and executives, and their families to identify and achieve their most meaningful personal, professional, and financial goals.

Rob’s path to financial planning and wealth management is distinguished by the breadth and depth of his financial experience. He began his career in investment banking, advising companies on capital markets and M&A transactions, before moving to the buy-side where he focused on mezzanine lending and private equity investing in lower middle market businesses. He later worked for a merchant bank focused on customized capital raising and principal investing. Across these roles, Rob developed a deep understanding of business fundamentals, risk, and long-term value creation in ways that continue to inform his work with business owner and medical sales clients today, before finding his professional home in financial planning and wealth management.

Rob graduated magna cum laude from Amherst College in Amherst, Massachusetts, in 2001 with a Bachelor of Arts in Political Science. While at Amherst, he was a starting midfielder for the men’s varsity lacrosse team, which was a top 20 nationally ranked program during his tenure. Rob holds the Chartered Financial Analyst (CFA) designation, which he has maintained since 2013, one of the most rigorous and respected credentials in the investment profession. He is also a member of the CFA Institute, the Financial Planning Association, Finseca, and the Association for Corporate Growth (ACG).

Rob grew up in Westchester, NY and resides in New Canaan, CT with his wife and two children. Outside of work, he is most often found cheering on his daughter at swim meets and cross country races, watching his son on the soccer field, playing golf with his son, or working out at the gym.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 BROADHOLLOW ROAD, SUITE 405, MELVILLE NY, 11747, 631-5895400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Forest Hills Financial Group is not an affiliate or subsidiary of PAS or Guardian.  8909421.1 Ex