About Us
RBJ Financial Group LLC is a National IMO (Independent Marketing Organization) focused on providing Annuity, Insurance and other risk management solutions to the independent advisor & RIA community.
Our mission is to support your planning strategies as your comprehensive direct insurance platform, with unmatched integrity, transparency and clarity.
Working exclusively with the RIA & Independent Advisor community to integrate Annuities, Insurance & Risk Management Solutions for Wealth Protection, Retirement Income & Family Legacy.
Meet Our Founder
Robert formed RBJ FInancial Group LLC in 2010 when identified the independent advisor need for an open architecture and transparent platform for their annuity and insurance services
"I view my role as a collaborative partner. My job is to deliver impactful ideas, resources and solve problems"
RBJ Financial Group LLC is an advanced Financial Services distribution & consulting firm, specializing in working with Independent advisors & RIAs to assess & implement Protection & Risk Management, Retirement Income & Asset Protection solutions, sales & marketing consultation, including traditional & social media marketing. RBJ Financial Group combines proactive service with a culture of networking, coaching and training to achieve powerful results.
Robert has been in the financial services arena for over 30 years. He has held various positions as wholesaler, Regional Vice President, Director, National Sales Manager, Coach, Mentor, Business advisor & partners. He has worked & collaborated with some of the largest & most prestigious companies in the industry as well as small vibrant growing companies.
Bank of America
John Hancock
Allianz Life
PKS Investments
Robert has developed sales, training & business models for financial institutions, RIA's and advisors throughout the country.