Bobby Ebert, CFP®, AIF®, CLU®, CEPA, CLTC
Login to view DISC.Bobby Ebert is a highly certified Senior Financial Consultant at Fortune Financial, holding CFP®, AIF®, CLU®, CLTC, and CEPA designations. A graduate of St. Norbert College, he specializes in developing comprehensive financial strategies for business owners and executives, covering asset accumulation, retirement, and estate planning.
Outside of his professional life, Bobby enjoys traveling and spending time on the lake with his wife, Alison, and their two sons, Charlie and Daniel. He is a founding member of the STA Connections community group and a former board member of the St. Thomas Academy Alumni Association.
His father, Richard Ebert, is a published author of thriller novels, a fact Bobby proudly shares with his network.
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