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Rob Ziliak, CFP®
Chief Solutions Officer at Buckingham Wealth Partners
Rob Ziliak, CFP® is a seasoned financial professional currently serving as the Chief Solutions Officer at Buckingham Wealth Partners.1 With a career spanning several decades, Ziliak has established himself as a results-driven leader in the wealth management industry.
Career Highlights
Current Role:: As Chief Solutions Officer, Ziliak is dedicated to enhancing advisors' capabilities in designing, building, and safeguarding clients' financial lives.1 He also serves as a member of the Board of Directors for Buckingham Wealth Partners.
Previous Positions at Buckingham::
- Wealth Advisor and Advisory Team Director
- Chief Experience Officer
- Chief Operating Officer
Prior Experience::
- Partner, Wealth Advisor, and Chief Operating Officer at Hufford Advisors
- Nearly 17 years at Charles Schwab & Co. and Schwab Bank in various client advisory and corporate leadership roles
Education and Qualifications
Ziliak holds the CERTIFIED FINANCIAL PLANNER™ professional designation.1 His academic background includes:
- Bachelor of Arts degree from Indiana University
- Master of Science degree in personal financial planning from the College for Financial Planning
Professional Associations and Community Involvement
- Member of the Financial Planning Association (FPA)
- Lifetime member of the Indiana University Alumni Association
- Volunteer roles include:
- Chairman of finance council and parish council for his church
- Service on multiple school finance committees
- Advisory board member for the Missouri State University Customer Experience Program
- Delivery of pro bono financial planning sessions
Personal Life
Rob Ziliak resides in St. Louis with his wife, Renee, and their three children.1 They are actively involved in their community, having previously lived in the Indianapolis area for many years.
