Rob Ziliak, CFP®
Advisory Team Director
Early in life, Rob Ziliak learned three 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.
Today, Rob serves as an advisory team director, guiding Buckingham Strategic Wealth advisors as they help clients create, implement, monitor and update wealth management strategies in pursuit of their financial goals. He leads advisory teams in Buckingham’s offices throughout the eastern half of the United States. He also oversees the firm’s Retirement Plan Services team, which supports retirement plan sponsors, participants and advisors around the country.
Rob served as managing principal of Hufford Advisors until his firm joined Buckingham in 2014. Prior to that, he spent 17 years at Charles Schwab & Co. and Schwab Bank, where he held various leadership roles.
Rob, who holds the CERTIFIED FINANCIAL PLANNERTM designation, earned his bachelor’s degree from Indiana University and his master’s degree in personal financial planning from the College for Financial Planning.
A regular presenter at many financial continuing education courses for dental professionals, Rob also writes occasional articles for Dental Economics and other periodicals. He is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA) and a lifetime member of the Indiana University Alumni Association.
Rob, his wife, Renee, and their three children are all active members of their church and parochial school.