Sharing his family’s passion for financial planning, Robert joined Weingard Wealth Management in 2012. In 2015, he became a CERTIFIED FINANCIAL PLANNER™ professional.
Robert is responsible for designing, implementing and monitoring comprehensive wealth plans to help our clients achieve their financial goals. His educational background and certification as a CERTIFIED FINANCIAL PLANNER™ professional ensures that he is well equipped to service all of a client’s financial, retirement, tax, investment, insurance, and estate planning needs.
Additionally, he helps retirees and those approaching retirement make sound investment strategies that address both current and future needs; including: asset preservation, cash flow management and long-term care insurance. He also specializes in helping individuals and families navigate major life transitions, including those experiencing the death of a spouse, getting divorced, and receiving a large sum of money from the sale of a business, an inheritance, or a personal injury settlement. Lastly, as a Certified Divorce Financial Analyst, Robert works with divorce attorneys and their clients to help measure the financial impact of divorce for their clients and then creates a financial plan to help them achieve their new life’s vision.
Prior to joining Weingard Wealth Management, Robert worked for almost four years as a part of Enterprise Holding’s nationally-recognized management and leadership program. At Enterprise, he oversaw operations and managed 250 employees. His managerial effectiveness was stellar, improving metrics by over 30% across key performance areas, including: customer satisfaction, revenue / profitability, operational efficiency, and logistics.
Outside of the office, Robert enjoys spending time with family, playing an active role in the local Jewish community, playing tennis and golf, and volunteering for Experience Camps for Grieving Children – a national nonprofit that provides no cost one week overnightcamps for boys and girls who have lost a parent or sibling.
Additionally, he helps to raise awareness for Huntington's Disease research. His wife's family has been impacted by this disease, and it is deeply important to him. Annually, he helps organize an annual triathlon in Miami benefiting Huntington’s disease.
Robert graduated from the University of Florida in 2009 with a Bachelor of Science in Business Administration, majoring in Finance and achieving Dean’s List distinctions. Originally from Boca Raton, Robert lives with his wife, Amanda, and adorable children, Eli (4 years old) and Liv (2 years old) in Boynton Beach.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.