Professional
Do you remember as a kid, standing at the edge of the high dive, looking down? What may have been just fifteen feet, felt like hundreds. The hardest thing to do was jump. It was the hardest thing in the world.
But, once you finally built up the courage to jump, you never regretted it. You felt the cool air, breeze past your ears on the way down. You felt your stomach drop like you were on a roller coaster. And you heard the loud crash as your feet broke the stillness of the pool.
After resurfacing, you would spit out the water with a big grin and think to yourself, “That wasn’t so bad... let’s do that again.”
Taking control of your finances and coming up with a plan is a lot like standing at the edge of the high dive — it’s scary, it’s foreign, it’s nerve-racking.
And many times, the hardest part is simply making the jump. Rob is the man right by your side on the way up the ladder and right by your side on the way down, into the cooler more refreshing waters — free of stress and worry, full of initiative. A place where you life is your life. A place where you are in control.
Rob is more than just a Financial Representative at Northwestern Mutual. He is both a coach and friend ready to help you go from “intention” to “action” through a first class planning experience that allows you to cross the finish line into retirement while protecting yourself and your family along the way.
Make the jump, with Rob Poleo.
Certifications
I earned the Certified Long-Term Care Consultant (CLTC) certification in 2006.
Associations and Memberships
Member of The National Association of Insurance and Financial Advisors (NAIFA) since 2000.
Years of Experience
Representing Northwestern Mutual since 2000.
Education
The Florida State University – Finance (Bachelor of Science)
Personal
A lifetime resident of South Florida, I currently reside in Parkland, Florida with my wife, Jennifer, our daughters Madison, Alexandra and our two pugs Lilly and Henry.
I enjoy spending time with my family, outdoor activities and cooking. I am also a dedicated South Florida sports fan.
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
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.
Take Stock in Children
Student Mentor for Take Stock in Children, a program that helps low-income children succeed by providing college and vocational scholarships, since 2000.
Coral Heights Homeowners Association
President of the Board of Directors for The Villas at Coral Heights Homeowners Association in Fort Lauderdale, Florida since 2006.
Starlight Children's Foundation
Northwestern Mutual – The South Florida Group is a proud participant in Northwestern Mutual's philanthropic program to accelerate the search for a cure to childhood cancer and to provide support to kids and families facing the daily struggles of this disease. Partnering with Starlight Children's Foundation, Northwestern Mutual – The South Florida Group, in conjunction with the Northwestern Mutual Foundation, is donating Fun Center mobile entertainment units and iPads to three hospitals: Joe DiMaggio Children's Hospital in Hollywood; Miami Children's Hospital; and Chris Evert Children's Hospital in Fort Lauderdale. Whether hospitalized children are awaiting surgery or sitting restlessly during treatment, Fun Centers help them cope by providing endless hours of fun and distraction.
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.
