Phone: (678) 319-0111
Cell: (678) 319-0185
robertostapower@networthfs.com
Robert Ostapower, CPA, CFP®
Tax & Financial Planning Professional
I’ve spent the last 20 years helping people improve their financial situations, and what keeps me engaged is the problem-solving aspect of this work. Every client walks in with a different challenge, whether it’s understanding their tax liability, figuring out how to structure their retirement income, or making sense of a financial decision that feels overwhelming. I enjoy digging into those issues and helping people see a clearer path forward.
What I’ve learned over two decades is that good financial planning starts with understanding someone’s background and history. Where they came from, what they value, what they’re trying to build: those details matter. The technical work is important, but it only becomes meaningful when it’s connected to a real person’s life and goals.
I’m originally from a small town in Pennsylvania, just outside Philadelphia. These days, I live in Alpharetta, Georgia, and one of the things I appreciate most about this area is the diversity of people who live here. They come from all over the country, bringing different experiences and perspectives. It makes for an interesting community and reminds me that there’s rarely a one-size-fits-all answer in financial planning.
I’ve been married to my wife, Teresa, for 38 years. We have two great kids (a daughter and a son), and we love to travel and spend time at the beach. Tennis is another passion of ours, and we try to get out on the court as often as we can.
For the past 15 years, I’ve been involved with the Rotary Club of Johns Creek. The service aspect of Rotary resonates with me because it reflects the same principle that drew me to this profession: finding ways to help people and make a tangible difference in their lives. Whether that’s through community service or helping a client solve a financial problem, the goal is the same. Leave things a little better than you found them.
More About Bob
Bob makes his home here in Johns Creek and has lived in the area since 1989. He and his wife, Teresa, have two children and they are very active in sports and their community. Being very active in his community both personally and as a business partner are very important to Bob. He has been in the Johns Creek Rotary since 2011 and has served two terms as president. Additionally, Bob completed the Leadership Johns Creek program in 2013 and has been active on the board of the Financial Planning Association of Georgia.
Services From:
NetWorth Financial Services
We offer a large range of services that can be scaled up or down to meet the needs of multigenerational families, women on their own, and pre-retirees. Schedule a complimentary meeting with us to discuss your personal goals and we will create a custom plan for you.
Getting Started:
How the Process Works
Getting started is easy with Phase I—discovery. We start by uncovering your most heart-felt goals and desires for yourself and your family, followed by Phase II the creation of a customized strategy just for you. From there we meet and refine your strategy, then move forward to implement. Throughout the year we monitor & adjust, meeting annually to formally review. In fact, the process of working together is circular and designed to last throughout your lifetime as your family goes through marriages, births, deaths and other life events that require a change of plan.
Explore the Many Aspects of NetWorth Financial Services
Contact Us:
Schedule a Complimentary Meeting
We would love to meet with you to discuss your financial situation and your retirement. We invite you to contact us, give us a call at (678) 319-0111 or fill out this form and we will reach out to you as soon as possible. We look forward to meeting you.
