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Robert Baltzell, President, ChFEBC, CFEd®
Robert’s philosophy focuses on capital preservation; he has made assisting individuals with their retirement and estate planning his specialty. RLB Financial was founded with the philosophy that the needs of the client always come first. The mission is to help individuals in retirement, nearing retirement, self-employed and everyday people with their financial goals.
Robert, founder of RLB Financial has been a leading financial advisor and his advice has been sought out by major network news agencies. Robert has provided investment and financial advisory services to individuals and business owners to form an elite group of clientele. RLB Financial focuses on the preservation of wealth.
As an advisor Robert values the education he has received and believes it is the foundation of success in his business thus far. He has achieved the designation of Certified Financial Educator™ (CFEd®); the designation is conveyed and supervised by the Heartland Institute of Financial Education through its Governing Board.
In the News
Robert Baltzell frequently appears on local news programs to talk about the retirement and financial news of the day. Below is a sample of some of Robert's appearances.