ROBERT J. WERNECKE, CLU
Robert (Bob) Wernecke found his passion for helping people with their benefits and insurance choices back in 1968 when he joined MetLife and then moved in 1978 to General American. He then launched his own firm, ECA Financial Services, in 1985 and has helped hundreds of people understand and make better choices for themselves, their families and their businesses.
Being very knowledgeable and providing high-quality knowledge is a trademark of Mr. Wernecke, who holds the designation of Chartered Life Underwriter (CLU), specializing in benefits planning (Group and Voluntary), Owner Planning (Keyperson and Estate/Succession Planning) and Executive Benefit Planning (Deferred Compensation and Supplemental Retirement).
Mr. Wernecke is Past President of National Association of Insurance and Financial Advisors, serving as its 100th President during the Association’s Centennial year, 1989-1990.
Previously:
LUTC: Prior to LUTC merging with The American College, he served as a board member on the Executive Committee and Secretary of LUTC and is a past moderator for his local association.
MDRT: A Qualifying and Life member of the Million Dollar Round Table (MDRT) since 1979, and past Court of the Table qualifier, Mr. Wernecke has spoken at the MDRT Annual Meeting main platform and afternoon sessions, in addition to numerous state and local NAIFA member associations around the country. He has served on numerous MDRT committees as a member or chair, including the MDRT Management Council and is an MDRT Foundation Knight.
His past industry and community activities also include:
Founding Member and Past President of the Phoenix Valley Estate Planning Council,
Appointed by the Governor to the Inaugural Arizona Life and Disability Guaranty Fund Board,
Co-founder of the Arizona Life Underwriters Political Action Committee,
Charter member and Director of the NAIFA-Scottsdale Association,
President of the NAIFA-Arizona Association,
Director of the Phoenix Chapter of the Society of Financial Service Professionals,
NAIFA-AZ Financial Services Professional of the Year,
Member of the NAIFA Transformation Task Force,
Chair of the NAIFA CEO Search Committee,
1st Newsletter Editor of St. Maria Goretti Catholic Church,
Helped launch the Stepping Stone Foundation in Phoenix
For More Information Contact:
Lisa M. Martin - ECA Financial Services, Inc.
Mail: 10105 E Via Linda #103-300 / Office: 9929 North 95th Street #Q110 - Scottsdale, AZ 85258
Phone: (602) 852-5215 / Fax: (602) 840-3901
E-mail: Lisa@ECAFinancial.com
Website: www.ECAFinancial.com
Securities e-mail: Click here
* The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice. Inclusion of wealth manager in award program is not indicative of future success.