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Robert S
Series 63, Series 65
Cocoa Beach, FL
ValMark Advisers, Inc.
Robert Slane is a financial advisor with ValMark Advisers, Inc. and holds Series 63 and Series 65 credentials. He has 12 years of industry experience and has been president and owner of The Wealth Transfer Group, Inc. since 1983. He provides estate planning design and consultation, including GRAT and Split Dollar administration, and regularly speaks on estate planning topics to various professional and charitable organizations. ValMark Advisers, Inc. provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, offering solutions through proprietary and third-party platforms, and is noted for its involvement with investment-company products and index licensing.
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