Our Qualifications
Robert Baltzell
Employment:
- President of RLB Financial
- President; Heartland Funding Corp. (1997-2008)
- Vice President; First National Funding Group (1990-1994)
Licenses:
- California Department of Insurance
- Arkansas Department of Insurance
- Kansas Department of Insurance
- Oklahoma Department of Insurance
- Illinois Department of Insurance
- Missouri Department of Insurance
- Series 7 (General Securities, FINRA)
- Series 66 (State Securities and Registered Investment Advisor)
Family is the core of Robert’s life. He and his wife, Suzy have three children. Robert strongly believes that the success he has earned is the direct result of continued interest in the field of financial planning and willingness to help others. It is his desire to pass the knowledge and enthusiasm he has for the financial education onto his clients. He believes that good financial education brings forth financial success and opportunity for each client he might have the pleasure to serve.
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.
Roberts’s passion is educating individuals to make good educated financial decisions for them and their family. He teaches classes to federal employees that allow them to have a complete understanding of
their benefits and how to maximize them. Maximization of ones benefits from Social Security, pension and current products they own is the core of all Roberts’s educational and speaking events for all
nearing and current retirees. Robert is a respected speaker. He has spoken at The Master’s College,Ventura College, Ventura Adult and Continuing Education, Missouri State University, Drury
University, Springfield Chamber of Commerce and the Environmental Protection Agency, Federal Courts, Federal Aviation Administration, McConnell Airforce Base, Veterans Administration, FT. Leonardwood
and the Federal Prison Hospital to mention a few.
