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Robert Breske profile image

Robert Breske

Co-Founder and Managing Partner at Breske & Breske, Inc.
Intro Book
Seasoned financial expert with 23 years of experience in investment planning and wealth management.
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Location
Orlando, Florida, United States, US
Skills
  • Investment Planning
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Wealth Management
  • Show all
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Bio

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Robert Breske is a seasoned financial expert with 23 years of experience in investment planning, financial planning, and wealth management. He has worked with various companies, including Breske & Breske, Inc., Greico Financial Training, and Prudential Financial, and holds multiple certifications such as Chartered Life Underwriter (CLU) and Certified in Long Term Care (CLTC).

Credentials

  • Chartered Life Underwriter (CLU)
    The American College
    Aug, 2003
    - Jun, 2026
  • Certified in Long Term Care (CLTC)
    Corporation For Long-Term Care
    Nov, 2000
    - Jun, 2026
  • Chartered Mutual Fund Counselor (CMFC)
    College For Financial Planning
    Sep, 1999
    - Jun, 2026
  • Preferred Advisor
    Prudential
    Dec, 1997
    - Jun, 2026
  • Fully Securities Licensed
    FINRA
    Apr, 1997
    - Jun, 2026
  • Life Underwriter Training Council Fellow (LUTCF)
    Life Underwriter Training Council & The National Association of Life Underwriters
    Sep, 1986
    - Jun, 2026
  • General Lines Property & Casualty
    Florida Department of Financial Services
    Feb, 1985
    - Jun, 2026
  • Health
    Florida Department of Financial Services
    Jun, 1984
    - Jun, 2026
  • Life
    Florida Department of Financial Services
    Jun, 1984
    - Jun, 2026
  • Life Including Variable Annuity
    Florida Department of Financial Services
    Jun, 1984
    - Jun, 2026
  • Life Including Variable Annuity & Health
    Florida Department of Financial Services
    Jun, 1984
    - Jun, 2026
  • Life & Health
    Florida Department of Financial Services
    Jul, 1981
    - Jun, 2026

Experience

  • Breske & Breske, Inc.
    • Co-Founder and Managing Partner
      • Jan 2001 - Present

      Consultation, Coordination, and Implementation of Business, Personal and Estate NeedsSecurities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, produc...

  • Greico Financial Training
    • NYSE
    • Greico Academy For Wall Street
      • Jul 2013 - Jul 2013
      • NYSE

      Extensive training in equity markets, economics, financial indicators interpretation, fundamental analysis, technical analysis, bond markets, hedging strategies, portfolio construction and the historical events that shaped the securities industry.

  • Prudential Financial
    • General Manager
      • Jan 1990 - Dec 2000

    • Licensed Insurance Agent
      • Jan 1983 - Dec 1989

  • Dale Carnegie Training
    • Boca Raton, FL
    • Associate
      • Jan 1982 - Jan 1983
      • Boca Raton, FL

Education

  • 1978 - 1983
    Florida Atlantic University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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