Cell Phone
386-671-0976
Location
Winter Park (FL), Daytona Beach (FL)
Specialty
Individual Wealth Management, Retirement Plan Consulting
Zip Code
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Rob Branch, ChFC®, CFP®
PARTNER & FINANCIAL ADVISOR
As a Partner of 20/20 Financial Advisers and Prime Capital Financial, Inc., a ChFC® (Chartered Financial Consultant) and Certified Financial Planner (CFP ® ), Robert provides wealth management strategies for people in "Life Transitions." His client base includes situations ranging from Lottery Winners, Divorce (marital restructuring), Retirement, Death of Parents or Spouse. He has built his practice around creating comprehensive, personalized plans for those client's wealth management needs.
A Daytona Beach native, Robert began his career in Financial Services as an Account Manager for The Acacia Group after studying Business Management at The University of Central Florida. In 1999, he became the Senior Partner in the Metro Financial Group Boutique office. Then, in 2003, he merged Metro Financial Group into 20/20 Financial Advisers, LLC. In December of 2021 he merged 20/20 Financial Advisers, Inc and their Registered Investment Advisor, 20/20 Capital Management, Inc with Prime Capital Financial, Inc.
He holds Life Insurance, Health Insurance, and Variable Annuity Licenses from the State of Florida as well as other states. He also holds the Series 65 securities license.
Robert lives in Longwood, Florida with his wife Penny and their blended family of 5. He enjoys cooking, travel, and spending time in the North Carolina Mountains were the family has a second home.
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.
