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Robert Rachlin

pension and financial planning executive

Robert Rachlin, American pension and financial planning executive. Decorated Combat Infantry badge. Chartered Life Underwriter; chartered finance consultant; enrolled actuary. Member American Society CLUs, American Society Pension Actuaries, American Academy Actuaries, International Association Finance Planning.

Background

Rachlin, Robert was born on February 6, 1925 in New York City. Son of I. Jack and Jennie (Bezahler) Rachlin.

Education

Bachelor of Business Administration, City College of New York, 1948. Master of Science in Finance Services, American College, 1980. Accountant, Biller & Snyder, New York City, 1948-1949.

Life insurance agent Equitable Life Assurance Society, New York City, 1949-1951, Connecticut Mutual Life Insurance Company, New York City, 1951-1960. Proprietor Corporation Planning Associates, New York City, 1961-1975. Chairman board Compensation Planning Corporation, New York City, 1976-1979.

President Rachlin Pension Administration Inc., since 1979. President Finance Planning Associates, Inc., since 1983. Partner Insurance Planning Associates Insurance and Executive Benefit Planning.

President Asset Allocation Securities, Inc. Adjunct assistant professor income taxation College of Insurance, New York City, 1972-1981. Adjunct teacher income taxation Commonwealth Post College, Long Island University, 1977-1979, New York Center Finance Studies, New York City, 1980-1984.

President Sleepy Hollow Community Concert Association, Tarrytown, New York, 1960's Served with United States Army, 1943-1946.

Career

Chairman board Compensation Planning Corporation, New York City, 1976-1979. Partner Insurance Planning Associates Insurance and Executive Benefit Planning.

Membership

Member American Society CLUs, American Society Pension Actuaries, American Academy Actuaries, International Association Finance Planning.

Connections

Married Pearl Sherman, June 27, 1948. Children: Jeffrey, Amy, Wendy.

father:
I. Jack Rachlin

mother:
Jennie (Bezahler) Rachlin

spouse:
Pearl Sherman

children:
Jeffrey Rachlin

Amy Rachlin

Wendy Rachlin