Robert Polizzi
Wealth Management Advisor|CLU®, CFP®, WMCP®
Professional
After 12 years in corporate finance and accounting, I wanted a career where I could make a difference in people's lives, and have the flexibility to spend more time with my family. My background in finance has allowed a smooth transition to understanding the goals of my clients, and developing solutions for achieving them.
Years of Experience
Representing Northwestern Mutual since 2003
Education
Bachelor of Science in Accounting from NJ
Personal
I grew up in NJ, and have been a resident of South Florida for 16 years.
I live in Boca Raton with my wife, Karen, my daughter Gabriella, and our three dogs.
I enjoy playing golf and tennis, bike riding, and spending time with my family.
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.
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
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.
