About our Firm
Here’s our story. We look forward to hearing yours.
Private Wealth Advisor, Vice President of Planning and Investment
Phone: 847.268.3670 x.104
Rob Geller is vice president of Personal Financial Strategies, Inc. He brings an integrated approach to wealth management, including both comprehensive planning capabilities and expertise in capital markets and investment portfolio management. Rob provides a range of services to PFS clients, including financial planning, retirement planning, investments, portfolio management, alternative investments, management of concentrated and restricted stock positions, risk management, estate planning, tax planning and charitable giving.
Rob delivers high-quality financial solutions to private clients, families and businesses with integrity, in-depth expertise and highly personalized service. Rob delivers objective, client-tailored advice and works closely with clients’ other professional advisors, accountants and attorneys to coordinate efforts and deliver optimal results.
Prior to joining PFS, Rob worked as a financial advisor with Morgan Stanley and was also an executive vice president with three private equity funded companies. He has a bachelor’s degree in economics from Northwestern University and an MBA in finance from Kellogg Graduate School of Management at Northwestern University.
Rob holds investment licenses through Arete Wealth Management, LLC., member FINRA/ SIPC. He is also insurance licensed in Illinois. All client assets are held by Fidelity Investments.
Rob lives with his wife and two children in Highland Park, Illinois. His hobbies include tennis, soccer, reading and spending quality time with family and friends.
Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at firstname.lastname@example.org or call us at 847.268.3670 today!