Our Team

Robert is the principal and founder of Spak Financial Services. With more than 35 years of experience in the insurance and financial services industry, Robert works closely with his clients in Florida and across the country, providing solutions for their asset protection, estate conservation, business continuation, financial planning and retirement planning concerns.

Robert is an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser, and can provide access to investment management programs and fee based financial planning. He has completed the extensive studies necessary to earn the Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), and Chartered Advisor for Senior Living® (CASL®), designations from The American College, Bryn Mawr, Pennsylvania.

Robert is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company. The Nautilus Group® provides dedicated consultative services and technical case design to an elite group of financial services professionals who work with high net worth families and business owners and their advisors in presenting sophisticated estate, business, and philanthropic strategies.

Robert is a life and qualifying member of the Million Dollar Round Table (MDRT®) and in his career, has qualified for MDRT’s Court of the Table and Top of the Table. MDRT is recognized globally as the standard of excellence in life insurance sales performance. Robert is a member of the Broward County Estate Planning Council and is a member of the Society of Financial Service Professionals (SFSP). Since 1980, he has been a member in good standing of the National Association of Insurance and Financial Advisors.

Aside from work, Robert enjoys golf, fishing, traveling, and quality family time. Robert and Sharon have been happily married since December 1978 and have one daughter and one granddaughter.

Sharon G. Spak

Sharon is the Director of Operations and the Business Manager for the firm. Since 1981, she has managed the client service and underwriting processes as well as the business operations.

Sharon graduated Summa Cum Laude from Barry College with a Bachelor’s Degree in Medical Technology, a field that laid the foundation for her keen organizational skills.

In their spare time, Sharon and Robert enjoy traveling together and spending time with their daughter, Michelle, and granddaughter, Lacie. Sharon’s interests include gardening, growing orchids, cross-stitching, and following her granddaughter’s competitive gymnastics activities.