Robert A. Schaefer

  • AIF®

Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Estate Planning, College Funding Strategies, Risk Management Strategies

Languages: English

Rob Schaefer  Investment Advisor Representative

Robert joined Skylight Financial Group in 2017 where he serves as an Investor Advisor Representative. He has built his practice around developing sustainable retirement income for clients.  His goal is to help clients meet their investment objectives through a disciplined financial planning process including developing a plan, implementation of that personalized plan, and ongoing monitoring.  

Prior to Joining Skylight Financial Group, Rob's dedication to the financial services industry led to numerous successes, including winning the honor of highest growth in the firm, two years in a row.  Additionally, Rob received two Leaders awards and one Platinum level award.  He has successfully navigated his practice from its start through the "Great Recession" to present.  Rob began his career in Cincinnati at Merrill Lynch in 2003.  He has over 13 years of investment experience.

Rob graduated from The Ohio State University with a bachelor of science in Financial Management and a minor in Economics.  He resides in his hometown of Dayton, OH with his wife Elizabeth and their four children.

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Skylight Financial Group - Robert A. Schaefer

Satellite Office

1050 S. Main St. 1st Floor, Suite 1
Dayton, OH 45409