Chief Experience Officer
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. Helping individuals and families as a wealth advisor since 1995, Rob found a way to live those values by teaching others how to optimize their financial situation through a values-based approach.
Rob now serves as Chief Experience Officer, leading the firm’s strategy to help every client feel as if they were our only client through a deeply personalized, holistic, planning-centric experience. His pursuit is to continuously improve the breadth and depth of resources available to clients, while also making it as easy as possible for clients to engage with their advisory teams.
Starting in 2012, 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 PLANNER™ professional designation, earned his bachelor’s degree from Indiana University and his master’s degree in personal financial planning from the College for Financial Planning.
A presenter at many financial continuing education courses for dental professionals, Rob also is a regular contributor to Dental Economics magazine, including as the author of the quarterly Breakthrough Financial Planning column. He is a member of 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.