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Meet Robert

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Robert I. Spak, CLU®, ChFC®, CASL®

Financial Services Professional

With more than 40 years of experience in the insurance and financial services industry, Robert works closely with his clients in Florida and across the country, providing solutions for their asset protection, estate conservation, business continuation, financial planning and retirement planning concerns.

Professional

Robert is an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser, and can provide access to investment management programs and fee based financial planning. He has completed the extensive studies necessary to earn the Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), and Chartered Advisor for Senior Living® (CASL®), designations from The American College, Bryn Mawr, Pennsylvania.

Robert is a life and qualifying member of the Million Dollar Round Table (MDRT®) and in his career, has qualified for MDRT’s Court of the Table and Top of the Table. MDRT is recognized globally as the standard of excellence in life insurance sales performance. Robert is a member of the Society of Financial Service Professionals (SFSP). Since 1980, he has been a member in good standing of the National Association of Insurance and Financial Advisors.

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Personal

Aside from work, Robert enjoys golf, fishing, traveling, and quality family time. Robert and Sharon have been happily married since December 1978 and have one daughter, Michelle, and one granddaughter, Lacie.

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2500 N. Military Trail, Suite 300
Boca Raton, FL 33431

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Phone: (954) 958-4220
Fax: (561) 353-5365

For more information about NYLIFE Securities LLC and its investment professionals.

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Disclosure

Michael Gisonda, Michael Brooks, Robert Spak, and C Scott Rassler are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Michael Gisonda (CA Insurance License #0H67431).
Robert Spak (CA Insurance License #0A99308).
C Scott Rassler (CA Insurance License #0D17202).

As a New York Life Agent, Michael Gisonda is licensed and authorized to offer insurance in California, but THE BRIDGE GROUP, INC. may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Robert Spak is licensed and authorized to offer insurance in California, but THE BRIDGE GROUP, INC. may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, C Scott Rassler is licensed and authorized to offer insurance in California, but THE BRIDGE GROUP, INC. may not be. For additional information on California licensure status, please click here.

The following individuals are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company:
Michael Gisonda, 2500 N Military Trl Ste 300, Boca Raton, FL 33431, 954-958-4220.
Michael Brooks, 2500 N Military Trl Ste 300, Boca Raton, FL 33431, 954-958-4220.
Robert Spak, 2500 N Military Trl Ste 300, Boca Raton, FL 33431, 954-958-4220.
C Scott Rassler, 138 Dockside Ter, Weston, FL 33327, 954-389-6620.

Michael Gisonda, Robert Spak, and C Scott Rassler are also Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial advisers and Eagle Strategies LLC are properly registered.

Michael Gisonda, and Robert Spak are Member Agents of The Nautilus Group®, a service of New York Life Insurance Company.

The Bridge Group, Inc. is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither The Bridge Group, Inc. nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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