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Rob Branch, ChFC®, CFP®
Schedule an Appointment 386-671-0976
Email rbranch@primefinancial.com
Location Daytona Beach (FL), Winter Park (FL)
Specialty Individual Wealth Management, Retirement Plan Consulting
Zip Code 32003, 32008, 32009, 32011, 32013, 32024, 32025, 32033, 32034, 32038, 32040, 32043, 32044, 32046, 32052, 32053, 32054, 32055, 32058, 32059, 32060, 32061, 32062, 32063, 32064, 32065, 32066, 32068, 32071, 32073, 32079, 32080, 32081, 32082, 32083, 32084, 32086, 32087, 32091, 32092, 32094, 32095, 32096, 32097, 32102, 32110, 32112, 32113, 32114, 32117, 32118, 32119, 32124, 32127, 32128, 32129, 32130, 32131, 32132, 32133, 32134, 32136, 32137, 32139, 32140, 32141, 32145, 32147, 32148, 32157, 32159, 32162, 32163, 32164, 32168, 32169, 32174, 32176, 32177, 32179, 32180, 32181, 32182, 32187, 32189, 32190, 32192, 32193, 32195, 32202, 32203, 32204, 32205, 32206, 32207, 32208, 32209, 32210, 32211, 32212, 32214, 32216, 32217, 32218, 32219, 32220, 32221, 32222, 32223, 32224, 32225, 32226, 32227, 32228, 32233, 32234, 32244, 32246, 32250, 32254, 32256, 32257, 32258, 32259, 32266, 32277, 32301, 32303, 32304, 32305, 32306, 32307, 32308, 32309, 32310, 32311, 32312, 32313, 32317, 32320, 32321, 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33781, 33782, 33785, 33786, 33801, 33803, 33805, 33809, 33810, 33811, 33812, 33813, 33815, 33823, 33825, 33827, 33830, 33834, 33835, 33837, 33838, 33839, 33840, 33841, 33843, 33844, 33847, 33848, 33849, 33850, 33851, 33852, 33853, 33854, 33855, 33856, 33857, 33858, 33859, 33860, 33865, 33867, 33868, 33870, 33872, 33873, 33875, 33876, 33877, 33880, 33881, 33884, 33890, 33896, 33897, 33898, 33901, 33903, 33904, 33905, 33907, 33908, 33909, 33912, 33913, 33914, 33916, 33917, 33919, 33920, 33921, 33922, 33924, 33928, 33930, 33931, 33935, 33936, 33944, 33946, 33947, 33948, 33950, 33952, 33953, 33954, 33955, 33956, 33957, 33960, 33965, 33966, 33967, 33971, 33972, 33973, 33974, 33976, 33980, 33981, 33982, 33983, 33990, 33991, 33993, 34101, 34102, 34103, 34104, 34105, 34108, 34109, 34110, 34112, 34113, 34114, 34116, 34117, 34119, 34120, 34134, 34135, 34137, 34138, 34139, 34140, 34141, 34142, 34145, 34201, 34202, 34203, 34205, 34207, 34208, 34209, 34210, 34211, 34212, 34215, 34216, 34217, 34219, 34221, 34222, 34223, 34224, 34228, 34229, 34231, 34232, 34233, 34234, 34235, 34236, 34237, 34238, 34239, 34240, 34241, 34242, 34243, 34250, 34251, 34266, 34267, 34268, 34269, 34275, 34285, 34286, 34287, 34288, 34289, 34291, 34292, 34293, 34420, 34428, 34429, 34431, 34432, 34433, 34434, 34436, 34442, 34445, 34446, 34448, 34449, 34450, 34452, 34453, 34461, 34465, 34470, 34471, 34472, 34473, 34474, 34475, 34476, 34479, 34480, 34481, 34482, 34484, 34487, 34488, 34491, 34498, 34601, 34602, 34604, 34606, 34607, 34608, 34609, 34610, 34613, 34614, 34637, 34638, 34639, 34652, 34653, 34654, 34655, 34661, 34667, 34668, 34669, 34677, 34679, 34681, 34683, 34684, 34685, 34688, 34689, 34690, 34691, 34695, 34698, 34705, 34711, 34714, 34715, 34729, 34731, 34734, 34736, 34737, 34739, 34741, 34743, 34744, 34746, 34747, 34748, 34753, 34756, 34758, 34759, 34760, 34761, 34762, 34769, 34771, 34772, 34773, 34785, 34786, 34787, 34788, 34797, 34945, 34946, 34947, 34949, 34950, 34951, 34952, 34953, 34956, 34957, 34972, 34974, 34981, 34982, 34983, 34984, 34986, 34987, 34990, 34994, 34996, 34997

Rob Branch, ChFC®, CFP®

PARTNER & FINANCIAL ADVISOR

As an investment adviser representative and Partner at Prime Capital Financial.  Robert Branch holds both ChFC® (Chartered Financial Consultant) and CERTIFIED FINANCIAL PLANNER™ (CFP®) certifications. He provides wealth management strategies for individuals in life transitions, helping clients navigate situations such as divorce (marital restructuring), retirement planning and income management, and business succession planning. He also assists those managing sudden wealth, including lottery winners or individuals experiencing the death of a parent or spouse.

Robert has served as an expert witness for divorce and family law cases. His practice is built on creating comprehensive, personalized plans for his clients’ wealth management needs, utilizing a collaborative approach with his other partners and complementary professionals such as CPA’s and attorneys.

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. In 2003, he merged Metro Financial Group into 20/20 Financial Advisers, LLC. In December 2021, he merged 20/20 Financial Advisers, Inc. and its Registered Investment Advisor, 20/20 Capital Management, Inc., with Prime Capital Investment Advisors, Inc.

Robert holds life, health and annuity insurance licenses from the State of Florida, as well as several other states. He also holds the Series 65 securities registration.

Robert and his wife, Penny, have a blended family of five.  They spend the majority of their time in Florida, but also enjoy working and relaxing at their home in Lake Toxaway, North Carolina. Robert enjoys traveling, dining and cooking for family and friends.

 

Book a Meeting:

Virtual: https://my.jumpapp.com/l/YORwHcBj-10/zoomgoogle-meet---meeting

Phone: https://my.jumpapp.com/l/rOZ5WgA36Hs/phone-call

Head to the 20/20 Group page.

 

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory.

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