Robert D. Barboni

About Robert D. Barboni

With almost three decades of financial services experience, Robert is a well respected financial advisor and the President of Evershore Financial Group. Robert has earned the Certified Financial Planner™ (CFP®) designation by demonstrating competency in over 100 topics including stocks, bonds, taxes, insurance, retirement planning and estate planning.In addition to assisting individuals and business owners with their wealth management needs, Robert has been a Financial Advisor for the NFL Players Association since 2005. Robert is an educator at Palm Beach State College where he teaches Retirement Planning. Robert has written for the Miami Herald “Ask the Expert” column, the Palm Beach Post “Ask the Advisor” column, and has authored articles for publications such as Financial Advisor, Senior Market Advisor, and the Sun Sentinel. Robert has also been a featured speaker on Channel 4 CBS news.Robert is Chairman Emeritus of the National Advisory Board for Securian Financial Services, Inc. and is a proud member of the Financial Planning Association. He juggles his time between President of Evershore’s five offices and his wife and three daughters.Securities offered through Cetera Wealth Services LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 06•••76), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #0H34•••••00 PGA Blvd, Suite 900, Palm Beach Gardens, FL 33••••••••66.

Experience

1. President

   Evershore Financial Group

   Oct 2008 — Present

   Evershore has been recognized by Investment News Best Places to Work for a Financial Advisor (2022 and 2023).Florida Trend Best Companies to Work for in Florida 2023 Ranking 2022 and 2023. Best Companies to Work for Award presented by Florida Trend is nomination based and recognizes the 100 companies that selected in the annual Best Companies to Work for Rankings. To identify Florida\'s best employers, Florida Trend partners with the Workforce Research Group, which surveyed firms that chose to participate. Any firm with at least 15 employees in Florida, including firms based outside the state, could participate at no cost. The survey included questions for companies to provide details about company policies, practices, and demographics. Additionally, a randomly selected group of each firm\'s employees, who responded anonymously to 72 statements on a five-point agreement scale were completed a questionnaire. The survey consisted of two open-ended questions and seven demographic questions. The questions focused on nine themes: General employee experience; role satisfaction; communication and workplace culture; inclusion; leadership; benefits; and work-life balance. Contract employees were not included in employee surveys and no added to employee counts. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Education

• University of Miami

  Bachelor's degree

• University of Miami

  Certified Financial Planner

Skills

• Disability Insurance
• Annuities
• Life Insurance
• Finance
• Charitable Giving Strategies
• College Savings Strategy
• Investment Management
• Business Strategy
• Business Development
• Wealth Management
• Leadership
• Comprehensive Financial Planning
• Management
• Long Term Care Insurance
• Investment Advisory
• Financial Strategy
• Retirement Savings Strategy
• Entrepreneurship
• Estate and Tax Strategies