Robert Pulaski

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Packerland Brokerage Services
784 Summit Ave
Oconomowoc, WI 53066, US

414-640-9240

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Professional Profile

Robert Pulaski: Trusted Financial Advisor with Over 33 Years of Experience

For more than three decades, Robert (Bob) Pulaski has dedicated his career to helping clients achieve their financial goals through personalized planning and education.

Bob began his journey in 1992, focusing on the education sector by assisting teachers with their 403(b) retirement investment accounts. By 1995, his practice expanded to include guiding corporate employees on optimizing their 401(k) plans. Bob’s passion for empowering clients with knowledge ensures they make informed, confident decisions about their financial futures.

As a Certified Financial Planner (CFP®), Bob takes a comprehensive approach to retirement planning, addressing all facets of his clients’ financial lives. Recognizing a common gap in understanding Social Security benefits, Bob became a Registered Social Security Analyst (RSSA®). This expertise allows him to seamlessly integrate Social Security into tailored retirement strategies for his clients.

Today, Bob continues to serve his original teacher clients, many of whom are now enjoying retirement, while also managing corporate 401(k) plans and providing individualized financial planning services.

Based in Oconomowoc, Wisconsin, Bob shares his life with his wife, Pam. Together, they enjoy time with their two daughters and three amazing grandchildren. 

Navigate Today – Secure Tomorrow.

 

Areas of Expertise

  • CFP

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