Robert Eberhardt, CFP
Northern Illinois University
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Robert Eberhardt, CFP is a highly experienced business consulting firm with 23.8 years of work experience. He specializes in insurance, health insurance, strategic financial planning, employee benefits, and life insurance. Based in Mchenry, Illinois, Robert helps businesses in various areas of business consulting, including practice management, marketing, sales, and business development. He has a strong background in helping insurance agencies and financial planning practices grow to the next level. Robert also provides consulting services to congress on employee benefits and financial services issues.
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About
Our business consulting firm helps businesses in three primary areas, Employee Benefits Consulting, and Business Consulting. A large portion of time is spent consulting and coaching businesses to achieve a fun and profitable work environment. Areas of expertise include practice management, marketing and sales, and business development. We have extensive expertise in helping insurance agencies and financial planning practices grow to the next level.We helped develop training programs and referral programs for the three largest bank brokerage programs in Chicago. We hold a federal trademark for a turnkey program for financial advisers combining sales, marketing, seminars, referrals, and presentations called CERTain .Robert consults to members of congress on various employeee benefits and financial services issues, as well as contributing to such organizations as The Wall Street Journal regarding health insurance.Specialties: We have extensive expertise in helping insurance agencies and financial planning practices grow to the next level."The" business consultant / coaching experts for the small & mid-sized company:Business ConsultingEmployee Benefits ConsultingIT Consulting
...See MoreWork Experience
President | Chief Executive Officer
Consultant | Certified Financial Planner | Benefit Consultant
Financial Services
Robert Eberhardt, CFP's Professional Milestones
- Consultant | Certified Financial Planner | Benefit Consultant (2000-01-01~): Provided expert financial advice and provided comprehensive support to clients, helping them achieve their financial goals.
- Finance And Operations Committee Member (2017-08-01~): Optimized financial processes, increasing efficiency and accuracy in operation of the financial committee.
Education
Finance,
Bachelors,
Bachelor Of Science
1987-1992Skill
Insurance
Health Insurance
Strategic Financial Planning
Employee Benefits
Life Insurance
Fixed Annuities
Disability Insurance
Finance
Financial Services
Small Business
Financial Planning
Retirement Planning
Financial Advisory
Term Life Insurance
Investments
Mutual Funds
Retirement
Investment Advisory
Series 7
Risk Management
Securities
Wealth Management
Portfolio Management
Underwriting
Long Term Care
Asset Management
401k
Whole Life
Asset Managment
Certification
Other Named Robert Eberhardt, CFP
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Robert Eberhardt, CFP's social media include: Linkedin,
Robert Eberhardt, CFP works for K2K Associates, Inc.
Robert Eberhardt, CFP's role in K2K Associates, Inc. is Consultant | Certified Financial Planner | Benefit Consultant
Robert Eberhardt, CFP works in the industry of Financial Services
Robert Eberhardt, CFP's latest job experience is Consultant | Certified Financial Planner | Benefit Consultant at K2K Associates, Inc.
Robert Eberhardt, CFP's latest education in Northern Illinois University