Bob Black

Robert M. Black, or Bob to those who know him, helps business owners and successful professionals plan for life’s twists and turns through comprehensive succession and legacy planning. He brings five decades of experience helping high-net-worth clients protect their families and transition wealth across generations.

Bob earned his BS in marketing from St. Peter’s University before building a career focused on strategic estate planning. His expertise spans business succession and exit planning, life insurance reviews, and legacy planning, with insight into the needs of entrepreneurs, executives, physicians, and the intersection of those groups.

Bob’s approach to wealth management is deeply personal, shaped by his own experiences with unexpected loss. When Bob was just 16, his father passed away suddenly, teaching him firsthand the critical importance of proper planning. Later in life, two of his daughters succumbed to terminal illnesses within four years.

These experiences reinforced his commitment to helping families prepare for life’s uncertainties and to being more than a financial guide. He wants to be a partner.

At Prosperity Capital Advisors, Bob works closely with clients and advisors to develop holistic plans that protect and transfer hard-earned wealth. His decades of experience and industry leadership—including serving as Past President of the Central NJ Society of Financial Professionals—make him a valuable mentor to newer advisors. His technical knowledge, wisdom, and intuitive understanding are assets to our firm and team.

Originally from Jersey City, Bob now lives in Venice, Florida. When not helping clients secure their legacies, he enjoys biking, reading, golfing, cooking, and participating in Bible studies. He actively supports CenterPointe Christian Church and Samaritan’s Purse and volunteers with Fellowship of Christian Athletes.

Certifications and Affiliations

CA Insurance License 0D85619

CERTIFICATIONS

• Chartered Life Underwriter (CLU^®)
• Accredited Estate Planner (AEP^®)
• Chartered Financial Consultant (ChFC^®)
• FINRA Series 7 and 63 Securities Registrations
• Life & Health Insurance License

AFFILIATIONS

• Finseca, formerly AALU
• National Association of Estate Planning Councils (NAEPC)
• Estate Planning Council of Central New Jersey (EPCCNJ)
• Society of Financial Service Professionals (SFSP)