Rob Ziliak, CFP
Chief Experience Officer, Buckingham Strategic Wealth
Early in life, Rob Ziliak learned 3 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 to investing. Ziliak now serves as chief experience officer, empowering advisors to help design, build and protect clients’ financial lives. He strives to ensure that every client feels as if they are Buckingham Strategic Wealth's only client through a deeply personalized, planning-centric experience.
Starting in 2012, Rob served as chief operating officer and wealth advisor for Hufford Advisors until his firm joined Buckingham in 2014. He led a specialized team of advisors serving dentists. Rob was a frequent presenter at national financial continuing education conferences while also writing the Breakthrough Financial Planning column in Dental Economics magazine.
Prior to joining Hufford, Rob spent 17 years at Charles Schwab & Co. and Schwab Bank, where he held various client advisory and corporate 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.
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 active members of their church and parochial schools. After living in the Indianapolis area for many years, his family resides in St. Louis.