Advisory Team Director
Rob Ziliak, CFP®
Early in life, Rob Ziliak learned three important values about money: save it, spend it, and share it with others who need it. Becoming a wealth advisor opened the door for him to live those values by teaching others how to optimize their financial situation through a values-based approach.
As advisory team director, Rob guides Buckingham Strategic Wealth advisors as they help clients create, implement, monitor and update wealth management strategies in pursuit of their financial goals. Assisting professionals and their families in developing confidence about their financial future is a very powerful experience for Rob.
Rob served as managing principal of Hufford Advisors until his firm joined Buckingham in 2014. Prior to that, he spent 17 years at Charles Schwab & Co. and Schwab Bank, where he held various leadership roles.
Rob, who holds the CERTIFIED FINANCIAL PLANNERTM designation, earned his bachelor’s degree from Indiana University and his master’s degree in personal financial planning from the College for Financial Planning.
Rob has been, and continues to be, a featured presenter at many financial continuing education courses for dental professionals. He is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA) and a lifetime member of the Indiana University Alumni Association.
Rob, his wife, Renee, and their three children are all active members of their church and parochial school.