Rob Reschan is a Certified Financial Planner ® with Zuk Financial Group and is located in Lake Forest, California.   An Investment Advisor Representative (IAR) for National Planning Corporation, Rob holds FINRA Series 7 and 66 licenses.   He is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities and is a licensed tax preparer.   Through his investment advisory and financial planning practice, Rob represents a complete spectrum of mutual fund families, stocks, bonds, annuities and life insurance related programs. As a Certified Financial Planner and IAR, Rob offers both institutionally managed programs to his clients as well as fee based consulting.

Rob utilizes his experience as an educator to instruct his clients on strategies designed to achieve financial security. Rob believes that the key to a successful long term financial planning relationship is consistent communication, along with a plan designed to address the unique needs and goals of each and every client.

A specialist in retirement planning, Rob is frequently invited to present educational seminars for schools, colleges, and education professional organizations. Rob has developed extensive knowledge in the Public Employee Retirement System (PERS) and the State Teacher Retirement System (STRS). He also does seminars on investment and retirement planning for small businesses and non-profit organizations. Rob has earned a reputation for explaining difficult subjects in a style that is easily understood.

Married for over 30 years, Rob has two college age children and devotes his leisure time to golf, hiking, yoga and painting.