Robert F Obernesser
Wealth Management Advisor|CFP®, ChFC®, RICP®, CLU®, ChSNC®
Personal
Bob & his family relocated to the Knoxville area in the summer of 2021. Their oldest son still resides in the Chicagoland area while his two other sons are enrolled in colleges in Knoxville.
In our free time we are enjoying exploring the Great Smoky Mountains, local farm to table eateries. Weather permitting you will catch Bob golfing or in a CrossFit workout.
Relocating a family as well as a financial planning practice is a daunting process and not taken lightly. We look forward to serving our new community in many capacities and continuing the servants mindset that is at the core of the Northwestern Mutual.
Professional
Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.
My comprehensive and diverse work history in the financial markets / financial services industries uniquely positions me to be able to address my clients concerns about how they navigate all types of economic environments. Defining your time horizon, risk tolerance, asset allocation/location strategies and when these need to be addressed and adjusted are the keys to putting yourself in the best position to achieve your goals.
I looks forward to having a conversation that clearly lays out what is fundamentally most important to you and your family. Whether he can add value now or in the future is only found if you both have an open and honest dialogue of where you are and where you want to go.
Philosophy
I feel the way to provide the best service to a client is by having deep impactful conversations with them about their goals, concerns and dreams. I am then in a position to help better align their actions with their intentions to chart a course that will see these through to completion.
Career Achievements
Bob has earner numerous awards throughout his career and Northwestern Mutual, including the Bronze, Silver, Gold & Platinum awards. Life impact Award, and Million Dollar Round Table award.
- Million Dollar Round Table Qualifying Member 2009, 2013
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- National Quality Award 2010-2013
- Award recognizing persistency and performance
Along with earning his awards, Bob believes his biggest achievement since working for Northwestern Mutual is that when the unfortunate things happen to his clients he is there to reassure those affected that their planning was appropriate, thoughtful, and correct in its ability to provide financial security to those in need.
Awards and Recognition
- Million Dollar Round Table Qualifying Member 2009, 2013
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- National Association of Insurance and Financial Advisors Quality Award 2011-2015
- Award recognizing commitment to excellence in service to clients and industry
- National Quality Award 2010
- Award recognizing persistency and performance
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Areas of Concentration
My diverse career experience allows me to simplify the complex and afford my clients a greater degree of confidence in aligning their actions with their intentions. My team as well as my strategic partners within the Northwestern Mutual system have the real world experience to uncover, address and implement concepts & strategies to empower our clients.
Our home office team of Attorneys, CPA's and Estate/Specialty Markets professionals add a strong bench to develop, stress test and activate on advanced market opportunities. I and my team rely on continuing education to improve our go-to market capabilities. A tenant I live by is "if you find you are the smartest person in the room; go find another room!" Always be questioning, listening and growing.
Business Planning & Succession
Retirement Planning & Income Strategies
Multigenerational Planning
Estate Planning
Financial Planning
Planning for Special Needs
Tax-Efficient Strategies
Trust Services
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
