
Robert Weissbein (Bob) began his financial services career in 1982 with a major Wall Street brokerage firm and developed a specialty in working with retirees, professionals and businesses to manage their taxes and financial resources. In 1988 Bob moved full time into Corporate Finance, structuring financings for a diverse range of clients including small local companies to major corporations including Nestle Foods, Anchor Glass, Kash n' Karry Food Stores and Ralph's Grocery.
In 1993 Bob decided to go back to "consumer oriented financial services" again specializing in working with retirees, professionals and business owners and has helped hundreds of clients work toward their goals. In 1995, recognizing the special needs of our aging population Bob began studying issues that affect them and began an educational process of understanding the issues facing seniors and solutions to their unique challenges.
Also, in 1995, with 3 sons facing college beginning in 1998, Bob became knowledgeable in the College Financial Aid process and began consulting other families on the intricacies of the student financial aid system. Bob and Complete Financial, Inc. have partnered with College Funding Solutions to be the South Florida Regional Advisors for College Funding Solutions, Inc.
Bob is active in the business community, belonging to several business groups and is very active in the Davie-Cooper City Chamber of Commerce.
Some of the Products We offer:
Stocks, ETFs, Mutual Funds, Corporate Bonds, Municipals, Governments, CDs, Annuities, Variable Annuities and Life Insurance.
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