As a Managing Partner of 20/20 Financial Advisers of Daytona Beach, LLC a ChFC® (Chartered Financial Consultant) and Certified Financial Planner (CFP ®) Robert provides wealth management strategies for people in “Life Transitions.” His client base includes situations ranging from Lottery Winners, Divorce, Retirement, Death of Parents or Spouse. He has built his practice around creating comprehensive, personalized plans for all financial planning needs.

A Daytona Beach native, Robert began his career in Financial Services as an Account Manager for The Acacia Group after studying Business Management at The University of Central Florida. In 1999, he became the Senior Partner in the Metro Financial Group Boutique office. Then, in 2003, he merged Metro Financial Group into 20/20 Financial Advisers, LLC.

He holds Life Insurance, Health Insurance, and Variable Annuity FINRA registrations from the State of Florida as well as other states. He also holds the Series 65 securities FINRA registrations.  

Robert lives in the Port Orange, Florida where his family has lived since the 1940s. He enjoys golf, cooking, travel, and spending time with his family.

Florida Life Ins # A028632

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (PCIA) or 20/20 Capital Management, Inc (20/20 CMI), affiliated federally registered investment advisers. PCIA and 20/20 CMI are under common control. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. 20/20 CMI: 940 South Coast Dr, Suite 110, Costa Mesa, CA 92626. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC.

Locations Served

Daytona Beach, FL

1663 N. Clyde Morris Blvd
Suite 2
Daytona Beach, FL 32117

West Palm Beach, FL

119 Lake Susan Drive
West Palm Beach, FL 33411

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