Robert "Reb" Bortz


Reb has over three decades of experience in the financial services industry. He joined his father in the business in 1980 at CIGNA Finacial Advisors after graduating from the University of Missiouri, where he was a scholar-athlete. CIGNA merged with Lincoln Financial Advisors where Reb remained until 2008 when he joined Equitable Advisors and founded Paramount Financial Strategies, LLC.

Reb is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a designation he earned in 1991. His areas of expertise are income tax and estate tax reduction, retirement income planning and investments.

Reb is an avid tennis player, golfer and fisherman. His hobbies include muscle car restoration and gardening. He is married to Tricia and they have of four adult children and three grandchildren.

Reb 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 Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable 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.

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