Academy Financial, Inc.

CONNECT

Address:

1447 York Road
Suite 801
Lutherville, MD 21093

Phone:

410.825.0781

Fax/Other:

410.825.0034

Robert Eisenberg, CLU®, ChFC®, CPA*

Robert Eisenberg, CLU®, ChFC®, CPA*

Financial Planner

Rob Eisenberg has over 25 years of experience as a financial planner working with business owners, highly compensated executives, high net worth families and independent professionals. He specializes in providing estate, business succession, investment and retirement planning services for his clients.  Rob earned his his Master’s in Business Administration from NYU in 1981 and his Certified Public Accountant designation in 1983.   He also has the Chartered Financial Consultant (ChFC) and Certified Life Underwriter (CLU) designations from the American College.

Rob has extensive experience in servicing his client base.   Sagemark’s custom financial plans use cash flow and estate settlement cost analysis to model and address his clients’ needs.  Many of Rob’s clients already have a sizeable team of advisors in place and his background in income and estate taxation allows him to interact well with those advisors.

Rob graduated from the University of Rochester in 1977 with a psychology degree.  He lives in Sterling, VA with his wife Christine.  Their four children Philip, Matt, Caroline and Patrick are all young adults.

 

*Licensed, not practicing. 

Phone 703.749.5025