Robert E. Eichler
CCL Financial Group
CFP, CLU, ChFC, MSFS, AEP
Throughout his more than 15 years in the financial services industry, Robert has helped individuals, families and closely held businesses develop and implement financial plans designed to achieve their personal and corporate financial goals and objectives.
Robert’s primary clients include physicians and closely held businesses, whom he assists in the areas of protection, asset accumulation, and retirement planning. His particular area of specialty is helping clients develop customized estate planning strategies and solutions.
A registered representative and investment advisor representative of Hornor, Townsend & Kent, Robert holds his Series 6, 63, and 7 securities’ registrations. He is a member of the National Association of Insurance and Financial Advisors (NAIFA), the Association for Advanced Life Underwriting (AALU), and the Estate Planning Council (EPC). He is also President of the New York City chapter of the Society of Financial Services Professionals (SFSP).
In addition to these organizations, Robert is on both the board and faculty of the New York Center for Financial Studies, and a member of the American College President’s Circle.
He attended the University of Wisconsin, where he studied Biochemistry.
Robert lives in North Hills, NY with his wife, Linda. He is actively involved in the Samuel Waxman Cancer Research Foundation, and a supporter of The Hunger Project. In his spare time, Robert enjoys golf and reading.