Robert J. Pollinger CLU®, ChFC®, MSFS

Robert J. Pollinger CLU®, ChFC®, MSFS

President

Phone: (858) 259-6300 ext. 301
Fax: (858) 259-2006
E-mail:

Bob Pollinger is the Founder and President of Del Mar Financial Partners, Inc. In this role, Bob oversees a team of high-caliber financial professionals to provide knowledgeable, objective solutions for clients in making smart decisions about their financial goals. He specializes in comprehensive financial strategies for medical professionals, business owners and families with special needs.

Bob established Del Mar Financial Partners in 2003 after more than two decades in field and executive positions with two of the nation’s largest financial institutions. He is a Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) and earned a Master of Science in Financial Services as well as a Master of Science in Management from the American College in Bryn Mawr, Pennsylvania. Bob is a Series 7 Registered Representative, a Series 66 Investment Advisor Representative and a Series 24 Registered Principal with, Securian Financial Services, Inc. Member FINRA/SIPC. A securities dealer and registered investment advisor. Del Mar Financial Partners is independently owned and operated..

Bob currently serves as President of the Society of Financial Service Professionals, San Diego Chapter, member of the San Diego Chapter of the Financial Planning Association, and Chairman of the Board of Governors at Morgan Run Club & Resort. He is an active supporter of the Good Guys of Morgan Run and other community organizations, including the Training, Education & Research Institute (TERI) for the autistic. Bob and his wife Debbie have been residents of the San Diego area since 1997 and currently reside in Rancho Santa Fe. They have three children, Chad, Tricia and Justin (also a member of the firm), as well as two grandsons, Joey and Jacob.

Education

  • •Master of Science in Financial Services, American College, Bryn Mawr, PA.

  • •Master of Science in Management, American College, Bryn Mawr, PA

Certifications and Designations

  • •Chartered Financial Consultant® (ChFC®)

  • •Chartered Life Underwriter® (CLU®)

  • •Registered Representative with Securian Financial Services, Inc.

  • •Investment Advisor Representative with Securian Financial Services, Inc.

  • •Registered Principal with Securian Financial Services, Inc.

  • •California Life and Health License #0E28796

Memberships and Affiliations

  • •President, Society of Financial Service Professionals, San Diego Chapter

  • •Member, Financial Planning Association, San Diego Chapter

  • •Chairman of the Board of Governors, Morgan Run Club & Resort


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