Broker Check
Robert M. Black, CLU®, CHFC®, AEP®

Robert M. Black, CLU®, CHFC®, AEP®

Business Succession Planning

Robert Black, a business succession planning specialist at OneTeam Financial, has been providing financial advice to clients for more than four decades.

As an advisor to high-net-worth business owners, executives, physicians, and other successful professionals, Bob works closely with each client’s professional team of advisors specializing in retirement income distribution strategies, life insurance reviews and legacy planning. Based on a foundation of honesty and integrity, Bob develops holistic financial plans to help increase and transition hard-earned savings across multiple generations.

No stranger to the critical need for financial planning and sustaining benefits of life insurance, Bob faced financial realities at just 16 years old when his father—the family bread winner—passed away unexpectedly. His decades-long focus on helping others prepare for the unexpected came full circle when two of his daughters succumbed to terminal illnesses within a four-year period. Bob’s personal experiences and those of his clients have deepened his passion for safeguarding families through careful financial planning.

Robert received a Bachelor of Science degree from St. Peter’s University in Jersey City, New Jersey. He also holds a life & health insurance license, as well as several securities registrations.

Recognized and respected for his financial planning knowledge and his undeniable passion for helping others, Bob's is often recruited to help mentor new Advisors to the firm.  

CA Insurance License 0D85619

CERTIFICATIONS

  • Chartered Life Underwriter (CLU®)
  • Accredited Estate Planner (AEP®)
  • Chartered Financial Consultant (ChFC®)
  • FINRA Series 7 and 63 Securities Registrations
  • Life & Health Insurance License

AFFILIATIONS

  • Finseca, formerly AALU
  • National Association of Estate Planning Councils (NAEPC)
  • Estate Planning Council of Central New Jersey (EPCCNJ)
  • Society of Financial Service Professionals (SFSP)