Robert S. Amberg, Jr.

Financial Planner

 

Robert S. Amberg, Jr. from The Wiser Financial Group on Vimeo.

View a recent commercial featuring Bob.

Bio

I am a Financial Planner and a partner at The Wiser Financial Group, a financial services firm located in southwest Michigan. Through building confidence, perspective and discipline, I am committed to overcoming obstacles and cultivating client relationships to help achieve specific, individualized goals, which ultimately lead to financial independence.

Specialities

My process begins with planning and strategizing to help my clients reach retirement. As a trusted confidant, I help them enjoy their retirement years by helping clients eliminate roadblocks and maneuver around obstacles. Ultimately, I assist my clients in transferring wealth, along with a desired lifestyle, from one generation to the next.

On the corporate side, I work in conjunction with our team to lead the strategic mission of the firm, as well as guide our overall development in the evolving financial industry to help ensure long-term success and the achievement of client goals.

Experience

Financial Planner
The Wiser Financial Group | Financial Services Industry
1993 - Present

Prior to entering the financial industry, I enjoyed a dynamic career of over 20 years in the field of real estate investment and property management, overseeing residential rental properties throughout the United States.

Education

Western Michigan University

Personal

I enjoy international travel, with a fondness for Europe, particularly Italy and Greece. As an avid sailor for over 25 years, I enjoy sailing the British Virgin Islands and Lake Michigan.

I live in Kalamazoo with my wife, Vicki, and daughter Sophie, where we enjoy summers at our lake house and on our Catalina sailboat docked in Saugatuck, Michigan.

I am an active supporter of Ox-Bow, a School of Art and Artist's residency and also a member of the Tower Harbour Yacht Club.

Check the background of this firm on FINRA's BrokerCheck.