Rob Ziliak, CFP® in

Rob Ziliak, CFP®

Commander · DISC type D
Chief Integration Officer at Focus Partners Wealth
📍 Hilton Head Island, South Carolina, United States

Rob Ziliak serves as the Chief Integration Officer at Focus Partners, responsible for guiding advisory teams onto the firms unified platform. With over 30 years in financial services, he specializes in ensuring consistency across the firms operating model and value proposition, particularly following mergers and acquisitions.

Originally from the Indianapolis area, Rob and his family now live in Hilton Head Island, South Carolina. He maintains an active lifestyle and is involved in his community, having previously served on the finance and parish councils for his church and volunteered for pro bono financial planning sessions.

Unique fact: Prior to his current role, Rob was a member of the Board of Directors for Buckingham Wealth Partners before its merger into Focus Partners Wealth.

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Experience
31 Years
Current Role
Chief Integration Officer
Job Level
Leadership
Location
Hilton Head Island, South Carolina, United States
Personality Overview

How Rob shows up

Very Quick
Risk-Taker
Impact-Driven

They are not always relationship oriented. They take a lot of pride in personal achievements. More than the product, they care about the impact of the product.

Priorities

Topics Rob cares about

Wealth Platform Integration
His primary role involves leading the firm's service integration departments to onboard advisory teams onto a unified platform and infrastructure.
Client/Advisor Experience
He has held multiple C-suite roles, including Chief Experience Officer, focused on strategically designing and implementing the end-to-end client and advisor journey.
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Career

Work history

7-2025
Chief Integration Officer
Focus Partners Wealth
6-2024 - 7-2025
Chief Experience Officer
Focus Partners Wealth
6-2024 - 7-2025
Chief Experience Officer
Focus Partners Advisor Solutions
1-2024 - 6-2024
Chief Solutions Officer
Buckingham Wealth Partners
1-2022 - 6-2024
Member, Board Of Directors
Buckingham Wealth Partners
In the press

Media appearances

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Education
Master of Science
College for Financial Planning
CFP Certification Professional Education Program
College for Financial Planning
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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