Rod I. Skaf
MBA, MSFS, AEP, CFP, ChFC, CASL, CLU
Financial Planner and Senior Wealth Manager
Rod Skaf is an experienced and credentialed financial planner. Since 1996, Rod has been a reliable strategist for his client's life-long planning and lasting legacy. He values his clients and see them as his true employer. He has a Masters of Business Administration and a Masters of Science in Financial Services degrees as well a Bachelor of Science in Civil Engineering degree. Rod also is a Chartered Financial Consultant, Accredited Estate Planner, Chartered Life Underwriter, Chartered Advisor for Senior Living designations and is a CERTIFIED FINANCIAL PLANNER™ Professional.
Rod is a Million Dollar Round Table Life Member*, achieving Top of the Table for the last 10 years. He is also a member of various financial organizations.
Rod is a life-long learner and is passionate about education. Rod immigrated to the United States in 1988 from Syria, seeking a better life for his family. When not meeting with clients or studying, Rod enjoys ping pong, traveling and visiting his children and grandchildren in FL and CA.
Insurance Licenses in AZ, CA, FL, IL, IN, MD, MI, NC, NJ, NY, OH, PA, RI, TN, TX, VA, WA
CA Insurance License 0C25788, State of Domicile: Ohio & Texas.