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Meet Our Advisor's Robert F. Schlager, MBA, CLU, ChFC Robert S He is past president of the Lee County Chapter of the American Society of CLU's and ChFC's, currently called the Society of Financial Service Professionals, and has written in various area magazines and newspapers. Robert is a Rotarian and a long time past member of the Estate Planning and Planned Giving Councils of Lee County. Robert was President of Schlager & Associates, founded in 1984, which merged with a national accounting firm in February 2000. After several years with the accounting firm, combining tax and financial planning services, Robert and Reina established the independent firm of SCHLAGER SCHLAGER & LEVIN. Robert is the Office Branch and Compliance Manager. Robert and his wife, Reina, work together and live in Ft. Myers. They have two adult children. Contact Robert at robertschlager@ssladvisors.com.
Reina L. Schlager, CPA, PFS*, RHU Reina Schlage Reina has been on the Board of the Southwest Florida Symphony, and was an Officer/Board member of AGELINK - an information & referral network of public and private social services for Lee County seniors. She was on the Health Advisory Task Force of then Congressman Porter Goss and the Advisory Board of the Alvin A. Dubin Alzheimer's Resource Center. She is a board member of Page Healthcare Inc. which includes Shady Rest Nursing Pavilion, Inc., a non-profit nursing home facility in Lee County, the Shady Rest Foundation, and All About Home Health, Inc. Reina is a Registered Health Underwriter and is a charter member and Secretary of the Board of CAMEO (Cooperative Associates Marketing Elderly Options) to help serve the elderly in Lee County. The American Institute of Certified Public Accountants (AICPA) has created a special designation for CPA's with requisite financial planning knowledge. Reina has earned the designation of Personal Financial Specialist (PFS) from the AICPA. She is a member of the AICPA PRIME PLUS ElderCare Task Force, as well as the Florida CPA Elder Planning and Support Services Committee. She acts as liaison between the State and National Committees. Reina and her husband, Robert, work together and live in Ft. Myers. They have two adult children. A regular speaker at local colleges and universities, Reina has been a contributing writer/guest for local periodicals, television, radio and workshops for the general public and peer professionals. Topics have included: Long-term Care, End-of-Life Planning, Investments, and Estate and Tax Planning. After seventeen years co-owning Schlager & Associates, and several years having merged with a national accounting firm, Reina and Robert established the independent firm of SCHLAGER SCHLAGER & LEVIN, in 2006, and includes long-time associate, Kenneth Levin. Contact Reina at reinaschlager@ssladvisors.com.
*regulated by the AICPA, not a State or Federal agency
**Five Star Award is presented to 7% of wealth managers with five years of experience in the financial services industry. The final list identifies the wealth managers, of those evaluated, in the local market that score highest in client satisfaction. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints. Details of the award can be viewed at www.fivestarprofessional.com.
Third-party rankings and recognitions from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client's evaluation.
Kenneth A Levin, RFC Kenneth L The Registered Financial Consultant (RFC) designation is a credential for persons in the field of financial planning. The designation is awarded by the International Association of Registered Financial Consultants (IARFC) to those financial advisors who can meet the high standards of education, experience and integrity that are required of all its members.
Additional Requirements
From 1999 to 2006 Kenneth worked for Prime Capital Services as a Financial Advisor for national accounting firm. Joining Cambridge Investment Research in 2006 Kenneth partnered with Robert Schlager and Reina Schlager and established the independent firm of Schlager Schlager & Levin-SS&L. In 2010 Kenneth and the partners of SSL became Registered Representatives with J.W. Cole Financial, Inc. and an Investment Advisor Representative of JRAG. Mr. Levin has successfully passed four securities registration exams. Contact Kennth at kennethlevin@ssladvisors.com.
Matthew J Ruttenberg, Financial Advisor Matthew J Rutte After working at Prudential Financial for several years, Matthew relocated to Southwest Florida where he became an Investment Representative with Fifth Third Securities, as well as being Florida insurance-licensed. Matthew joined SCHLAGER SCHLAGER & LEVIN (SS&L) in 2010 where he is able to offer tax strategies and expand his financial services expertise by being part of this team of advisors who have been serving the Southwest Florida area since 1984. Matthew is a current member of the Senior Agent’s Forum, Fort Myers Young Professionals’ Chamber of Commerce and is an approved advisor for the Lee County Public School District to offer 403b’s to local teachers. Matthew also is serving as Vice President of a local chapter of BNI. He is a member of the Fort Myers Freedom Boat Club and golf’s regularly at various local golf courses. Matthew and his bride, Niesha, just welcomed a baby girl into their family and reside in Cape Coral where Niesha operates a local photography business. Contact Matthew at matthewruttenberg@ssladvisors.com. Matthew currently holds his Series 7, Series 6, Series 65, Series 63, along with his Florida Life, Health, & Variable Annuity License.
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chlager obtained his BBA and MBA from Temple University in Philadelphia, Pennsylvania where he met and married Reina. He is a Chartered Financial consultant (ChFC), Registered Health Underwriter (RHU), and a Chartered Life Underwriter (CLU). After working for Laventhol & Horwath in Philadelphia as a Public Accountant, he became an Insurance/Investment Planner, moving to Florida in early 1984.
r obtained her BBA Magna cum Laude from Temple University in Philadelphia, Pennsylvania where she met and married Robert. She is a Certified Public Accountant and worked for the international accounting firm of Coopers & Lybrand. While in Philadelphia, she was Assistant Treasurer and Director of Risk Management of the University of Pennsylvania. While there, she authored a procedural manual entitled, "Insurance & Risk Management for University Personnel."
evin was born in 1963. He began his financial planning career in 1992 with Physicians Health Care Plans. In 1996 he became a Registered Representative with Washington Square Securities specializing in insurance, investment, and tax planning for business owners in Southwest Florida. To further his financial planning career Mr. Levin concentrated on financial courses through The American College until he received his RFC, Registered Financial Consultant designation in 2000.
nberg graduated from Kent State University in Kent, Ohio with a Bachelor of Business Administration (BBA) degree and a Finance concentration. Matthew joined Prudential Financial, after college, partnering with his late father, James F Ruttenberg, a thirty-year insurance industry veteran, as well as a Financial Planner.Contact Info
12525 New Brittany Blvd.
Fort Myers, FL 33907
Map and Directions
Phone: 239-333-0490
Fax: 239-333-0497