Rob Bukacek

Rob Bukacek spent 16 years in restaurant management for both privately held and corporate owned entities. Looking for a change, he then transitioned into property management overseeing 400+ unit luxury apartment complexes in Orange County, CA. Wanting more opportunity for growth, Rob entered the financial services industry in 2002. Throughout his career as a Financial Advisor, Rob has continued sharpening his knowledge and skills by obtaining several designations to include Certified Exit Planning Advisor (CEPA®), Retirement Income Certified Professional (RICP®), Tax Planning Certified Professional (TPCP®) and the Certified Long Term Care specialist (CLTC®). From 2022 – 2026, Shook research recognized Rob to be one of Forbes Best-in-State Top Financial Security Professionals.

Rob is skilled in all matters of financial planning but his specialty lies in Business Succession, Estate Planning and Estate Tax Mitigation Planning for high-net-worth and ultra-high-net-worth business owners and professionals.


The Forbes awards are not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Financial Securities List 2022, 2023, 2024, 2025, and 2026 is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results. 9082652.1 Exp 8/28