Robert Fezza
MY WHY
Why I Became a Financial Advisor
I was drawn to financial planning through a natural aptitude for mathematics, a strong interest in tax planning, and a genuine desire to work one-on-one with people. Through more than 20 years of experience, my work with clients has led to the development of trusting, long-term relationships, which I consider one of the most rewarding aspects of my profession.
MY FOCUS
Retirement-Focused Financial Planning
I work closely with individuals and families approaching retirement, helping them navigate tax planning, income needs, and sustainable spending strategies. My approach is centered on providing clarity and structure during a critical life transition, ensuring clients feel confident about their long-term financial goals.
About Robert
Robert Fezza joined Forum Financial Management as a Partner and Financial Advisor in 2026. He has more than 26 years of experience in the financial services industry. Before becoming a financial advisor, Robert completed the Financial Planning Program at Oglethorpe University in 1999 and holds a bachelor’s degree in mathematics from Hofstra University in Hempstead, New York.
Robert is a CERTIFIED FINANCIAL PLANNER® professional. He possesses a comprehensive understanding of financial strategies and planning. His extensive experience allows him to create thoughtful, resilient portfolios that cater to the individual needs of his clients. Robert is committed to providing client-focused advice that combines technical expertise with a long-term perspective.
A native of New York, Robert and his wife, Teri, live in Roswell, Georgia, and have two adult children, Matthew and Megan. He is actively involved in the community as a member of the Rotary Club of Roswell and the St. Peter Chanel Knights of Columbus. Additionally, Robert serves as a mentor with Stand Up for Kids Atlanta. Outside of work, his interests include golf, cooking, fantasy football, Olympic-style weightlifting, and following the New York Jets and Mets.
MY ARTICLES & INSIGHTS
A PERSONAL APPROACH
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
PREVIOUS 
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
PREVIOUS Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.
