Robert G. Ziegler

robertziegler_websitepicture

302-643-3021

Heritage Financial Consultants, LLC

After a career in the public sector providing public relations and marketing expertise for government agencies, Robert Ziegler decided to follow a path that would allow him to work directly with individuals and families assisting them to develop detailed avenues to provide financial freedom. Rob’s work is focused on the members of Delaware’s largest credit union and has been serving in this role for the past 6 years and has been a registered representative for 8. Rob’s specialization is retirement, investment and family legacy planning.

EDUCATION AND CERTIFICATIONS

  • BA, Communications Wilmington University
  • Series 7, 63 and 65 registered
  • Registered Investment Advisor
  • Life and health insurance licensed

PROFESSIONAL BACKGROUND

Robert began his career as a registered representative with Lincoln Financial Group in 2006.

ON A PERSONAL NOTE

A lifelong resident of Wilmington, Delaware, Rob lives with his wife and son and 2 adopted dogs. His family has been active in fostering and placing puppies for adoption for several years.

MAIN SERVICE AREAS

  • Retirement Planning and Investment Strategies
  • Education Funding