About My Practice
Rob's Mission is to help each of his clients make better decisions with their money and create a more favorable future for themselves, their families and their businesses. Rob does this by showing clients how to accumulate wealth, reduce taxes, maximize family security, and set and achieve financial and personal goals. Rob's unique ability is in helping clients match financial planning and personal growth concepts and strategies to their individual needs.
Rob is a Life and Qualifying member of the Million Dollar Round Table, recognized internationally as the Premier Association of Financial Professionals. The Palm Beach Association of Insurance and Financial Advisors honored Rob as their Financial Advisor of the year in 2000. Rob is also an active member of the Financial Planning Association and the International Association of Registered Financial Consultants.
Graduating from Queens College in New York, Rob earned a Bachelors Degree in Accounting in 1980. Rob is a 10 time finisher of the New York City Marathon. Rob participates as a volunteer in many Boy Scouts of America activities and is the Scoutmaster of Boca Raton Boy Scout Troop 360. Rob lives in Boca Raton with his wife Ellen, son David and daughter Allison.
Rob can be reached in his office at (561) 353-3700, on his cell phone at (561) 271-1088, by fax at (561) 353-3602, by email at firstname.lastname@example.org or on the internet at www.tmfg.com
The Miller Financial Group is an independent financial planning firm that empowers individuals and businesses to clarify their values, identify present and future goals, and then take action through a written prioritized implementation plan. Rob is the creator of The LifePlan Design Process, a financial plan design, implementation and results monitoring system, and The Personal Development Navigator, a personal growth and goal cultivation system.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 6, 63
Life insurance: FL, NY, NJ, MA, GA, TN, IN, Health/disability insurance: FL, NY, NJ, MA, GA, TN, IN, Fixed annuities: FL, NY, NJ, MA, GA, TN, IN, Variable annuities: FL, NY, NJ, MA, GA, TN, IN
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - RFC, LUTCF
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.