ROB
ZUCKERMAN
Your Friend In Finance
Treasure Coast & Palm Beach, Florida
Your Friend In Finance
Rob Zuckerman, NMLS #460013
34 Years
Of Experience
Thousands
Of Clients Served
Direct
Client Communication
NMLS
Licensed · #460013
About
Professional Advisory Services
A trusted advisor and wealth strategy partner for the Treasure Coast & Palm Beach.
Rob Zuckerman provides personalized financial advisory and capital structuring services to clients throughout the Treasure Coast and Palm Beach regions of Florida. With 34 years of experience, Rob works closely with clients and their professional advisors to evaluate options, clarify strategy, and support informed decision-making.
Rob's practice emphasizes direct, ongoing communication with clients — including timely responses to inquiries, appointment coordination, and follow-up support throughout the advisory process.
Rob Zuckerman is licensed and registered with the Nationwide Multistate Licensing System (NMLS #460013).
The Approach
A Relationship-Driven Practice
01
Personalized Guidance
Working closely with you to evaluate options and clarify strategy.
02
Strategic Advisory
Capital structuring and financial advisory grounded in 34 years of experience.
03
Ongoing Communication
Timely responses, appointment coordination, and follow-up support.
04
Informed Decision Making
Supporting confident decisions alongside you and your professional advisors.
Contact
Get in Touch
The best way to reach Rob is by phone or email. Text messages are also accepted at the number below for scheduling and follow-up communications.
Phone & Text
(561) 741-7766
Tap to call →
RobZTeam@YourFriendInFinance.com
Send email →
Website
www.YourFriendInFinance.com
Visit site →
Consultation
Schedule a Conversation
Reach out by phone or email to coordinate an appointment. Rob personally handles scheduling and follow-up.
Legal
Privacy Policy
Last updated: June 2026
1. Information We Collect
Rob Zuckerman collects personal information that you voluntarily provide when contacting us, scheduling appointments, or otherwise engaging with our advisory services. This may include your name, phone number, email address, and the nature of your inquiry.
2. How We Use Your Information
Information you provide is used solely to respond to your inquiries, confirm appointments, provide follow-up communications related to your engagement, and deliver the services you have requested. We do not use your information for unsolicited marketing or promotional purposes.
3. SMS Communications
SMS Consent: SMS consent is not shared with third parties or affiliates for marketing purposes. Phone numbers collected for SMS communication purposes will not be shared with any third party or affiliates for marketing purposes.
Opt-In: By providing your phone number and explicitly consenting (verbally, in writing, or by submitting a form indicating consent), you agree to receive SMS messages from Rob Zuckerman related to:
- Appointment reminders and scheduling confirmations
- Follow-up messages related to your inquiry or engagement
- Responses to questions you have submitted
- General client service communications
Message and data rates may apply. Message frequency varies based on your individual communications with us.
Opt-Out: You may opt out of SMS messages at any time by replying STOP to any message you receive. After opting out, you will receive one final confirmation and no further SMS messages will be sent.
Help: Reply HELP to any message for assistance, or contact us directly at (561) 741-7766 or RobZTeam@YourFriendInFinance.com.
4. Sharing of Information
We do not sell, rent, or share your personal information with third parties for marketing purposes. SMS consent is not shared with third parties or affiliates for marketing purposes. Phone numbers and SMS consent information collected through this site or through direct contact will not be disclosed to any third party or affiliate for marketing use.
We may share information only as required by law or regulation, or with service providers who assist us in operating our practice and who are bound by appropriate confidentiality obligations.
5. Data Security
We take reasonable precautions to protect your personal information from unauthorized access, use, or disclosure. However, no method of electronic transmission or storage is completely secure.
6. Changes to This Policy
We may update this Privacy Policy from time to time. Changes will be reflected on this page with a revised effective date. Continued use of our services following any changes constitutes your acceptance of the updated policy.
7. Contact
For questions about this Privacy Policy, please contact Rob Zuckerman at (561) 741-7766 or RobZTeam@YourFriendInFinance.com.
Legal Resource Center
SMS Terms & Conditions
Last updated: June 2026
These SMS Terms and Conditions govern text message communications between Rob Zuckerman and individuals who have provided consent to receive SMS messages.
1. SMS Consent Communication
SMS consent is not shared with third parties or affiliates for marketing purposes. The information (including phone numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes. Your consent to receive SMS messages from Rob Zuckerman is entirely voluntary.
2. Types of SMS Communications
If you have consented to receive text messages from Rob Zuckerman, you may receive messages related to the following:
- Appointment reminders and scheduling confirmations
- Follow-up messages regarding your inquiry or engagement
- Responses to questions or requests you have initiated
- General client service and administrative communications
Example message: "Hi [Name], this is Rob Zuckerman confirming your appointment on [Date] at [Time]. Please reply to confirm or call (561) 741-7766 to reschedule. Reply STOP to opt out."
3. Message Frequency
Message frequency will vary based on your individual interactions and inquiries. SMS communications are conversational in nature and are not sent in bulk or as part of any automated marketing campaign.
4. Message and Data Rates
Message and data rates may apply depending on your mobile carrier plan. Rob Zuckerman is not responsible for any charges your carrier may apply to incoming or outgoing text messages.
5. Opt-In
By providing your phone number and expressly consenting (verbally, in writing, or through a form clearly indicating consent), you agree to receive SMS messages from Rob Zuckerman as described above. Consent to receive SMS messages is not a condition of any purchase or service.
6. Opt-Out
You may opt out of receiving SMS messages from Rob Zuckerman at any time by replying STOP to any text message. Upon receipt of your opt-out request, you will receive one final message confirming that you have been unsubscribed and will not receive further SMS communications. To opt back in at any time, reply START.
7. Help
For assistance, reply HELP to any SMS message, or contact Rob Zuckerman directly at (561) 741-7766 or RobZTeam@YourFriendInFinance.com.
8. Privacy
SMS communications are governed by our Privacy Policy, which is incorporated into these Terms by reference. SMS consent is not shared with third parties or affiliates for marketing purposes.
9. Changes to These Terms
Rob Zuckerman reserves the right to modify these SMS Terms and Conditions at any time. Changes will be reflected on this page with an updated effective date.