Robert F Spahn Jr
Financial Advisor|CLU®, ChFC®, ChSNC®
Personal
I enjoy spending time with family and friends. My interests included running, golf, coaching baseball and fast-pitch softball. I have had the privilege of teaching Religious Education at Visitation Parish in Elmhurst, IL, since 2001. I also have proudly served on the Board of Directors for Ray Graham Association for People with Disabilities since July of 2007.
Professional
I believe that calling oneself a professional doesn't really make one a professional. As a Northwestern Mutual Advisor, professionalism is defined not only by the measure of one's experience, education and accreditation, but by one's character and professional standard of practice in supporting clients as a trusted financial expert.
Through personal commitment, professional associations, accreditations and continuing education, I have worked hard to establish a reputation as a respected professional and to gain the trust of clients.
I specialize in assisting affluent families, individuals and business owners with their risk management in areas of life insurance, disability insurance, long-term care and investments. Specific areas of concentration include:
- Business Planning
- Estate Planning
- Education Funding
- Retirement Planning
Please take a moment to review my experiences and accomplishments:
- Third generation in the insurance business
- Proudly representing Northwestern Mutual for over 30 years
- Chartered Financial Consultant (ChFC®) from The American College in Bryn
- Mawr, PA since October of 1995
- Chartered Life Underwriter (CLU®) from The American College in Bryn Mawr, PA since October 1993
Years of Experience
Representing Northwestern Mutual since 1983.
Education
University of Notre Dame - Liberal Education (Bachelor of Arts)
Lending a hand in my community.
“Be the change that you wish to see in the world.” - Mahatma Ghandi
As part of my practice, I have a deep commitment to give back to the communities in which I do business. This extends not only to me but to those who are part of my team as well. We take great pride in supporting community development projects and programs that specifically target family, education and youth services. In addition to direct monetary contributions, we also donate our time, energy, and passion to the causes that create change in the local communities around us.
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.
Ray Graham Association for People with Disabilities
Bob currently sits on the Board of Directors for Ray Graham Association for People with Disabilities since July of 2007.
Religious Education
In addition to his traditional responsibilities as board member for both charities, Bob also dedicates time and effort to teaching religious education in Elmhurst, IL since 2001.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
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.
