Rob Dalaskey
Financial Advisor|CLU®, ChFC®, RICP®
Professional
Rob has been recognized both regionally and nationally by Northwestern Mutual as a top advisor and leader. He has a unique process that allows him to get to know his clients and understand their goals, needs, and current situation before providing recommendations.
Designations
- Chartered Life Underwriter
- The Chartered Life Underwriter (CLU® ) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU® , helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.
- The Chartered Life Underwriter (CLU® ) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU® , helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.
- Chartered Financial Consultant
- The Chartered Financial Consultant (ChFC® ) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
- Retirement Income Certified Professional
- The Retirement Income Certified Professional® (RICP®) program empowers financial professionals with the knowledge they need to become experts in today's fast-growing retirement planning market. It is an extensive and intensive retirement income education that covers all retirement income styles and strategies, gaining the skills to build sustainable, holistic retirement plans, and delivering unbeatable value for clients.
CLU® ChFC® RICP®
Rob attended Harvard Business School in their executive education program from 2019-2022
We’re top ranked by Forbes
Forbes has recognized Rob Dalaskey as one of the top financial security professionals in Illinois. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.
Forbes Top Financial Security Professionals list (July 2023 & 2024), Research and ranking
provided by SHOOK Research, LLC. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
Rob Won Best of Naperville 2024: Financial Planner
The Best of Naperville 2024 - Financial Planning award, results are determined by public online votes (June 2024). No compensation is provided to be eligible.
Rob's Featured Periodicals
Community Involvement & Sponsorships
Personal
Rob resides in downtown Naperville Illinois with his son Will and daughter Paige. Rob graduated with a degree in Business Management from Eastern Illinois University and completed his post grad from Harvard Business School. In addition, he has multiple financial planning degrees from the American College. Rob is also an Eagle Scout. He is active in Naperville and the Chicagoland area but has clients all throughout the country. Besides financial planning he enjoys golf, boating, classic cars and reading.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Boys & Girls Club of the Naperville Area
Rob has served on on the Board of Directors for the Boys & Girls Club of the Naperville Area and held the title of Tournament Director for their annual golf outing fundraiser. It is a great organization that provides young people with a fun, safe, and constructive after-school environment.
The National Association of Insurance and Financial Advisor
Rob is an active member of The National Association of Insurance and Financial Advisor (NAIFA), a national nonprofit organization representing the interests of insurance and financial advisors nationwide.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning