Robert Bortz

Robert Bortz


Phone: 262-522-8473
Fax: 262-522-8455

Robert is the Principal of Paramount Financial Strategies. He is a graduate of the University of Missouri, where he was a scholar-athlete.

Robert is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a designation he earned in 1991. With over 35 years of experience, his areas of expertise are income tax and estate tax reduction, retirement income planning and investments.

Robert is an avid tennis player, golfer and fisherman. His hobbies include muscle car restoration and gardening. He is married to Tricia and is the father of four adult children.

Robert holds FINRA Series 7, 63 and 65 registrations, as well as Life, Health and Variable Insurance licenses.


CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.




California Insurance License #: O809591

Arkansas Insurance License #: 116449

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Paramount Financial Strategies, LLC is not owned or operated by AXA Advisors, LLC or its affiliates.