What We Offer
We help guide our clients long-term planning in an ever-changing economic environment through:
• Medicare Supplements, Advantage and Drug Plans
• Life Insurance
• Annuities
RBF Capital Management, Inc.
RBF Capital Management is our asset management division. Managed by Rafal Baranski CPFA, he understands the unique challenges that come with building and maintaining your wealth. For more than 12 years, the company has served as a trusted partner of individuals, families, offices, and institutions in more than 16 states.
RBF Retirement Solutions
We are a full-service retirement planning firm, and we look forward to scheduling a no obligation meeting with you to better understand if we are the right firm for you. Our Agents specialize in Medicare Solutions, Life Insurance, and Annuities. Long-Term Care Solutions, and Annuities.
Our Team of Experts
Recognizing that no two clients are alike, we’ll take the time to listen and understand your circumstances, needs, goals, and aspirations.
Rafal Baranski
Founder RBF Capital Management, Inc.
Rafal has served the investment industry for over 25 years working for some of the largest financial institutions in the world, including JPMorgan & Chase and Merrill Lynch Co. Before founding RBF Capital Management, Inc., he was a portfolio manager at Montgomery Asset Management. His responsibilities include the oversight and management of the firm’s investment, as well as the firm’s business development and strategic planning.
Lacey Flowers
Insurance Agent / Client Relationship Manager / Administrative Assistant
Lacey has over two years experience in the insurance industry and focuses on Medicare solutions, client relations and firm administration.
Frank DiCicco
Senior Managing Partner Director of Insurance
Frank began his career in Sarasota in 1996, specializing in financial planning, insurance, business acquisitions, and turnaround strategies. A Eckerd College with Honors he is a member of the Phi Beta Kappa Academic Society, which was founded in 1776. His experience has helped our clients with business succession planning, long-range tax-free insurance products, healthcare plans, and lifetime income strategies.
Lynn Hunter
Independent Insurance Agent Client Relationship Manager
Lynn, a Florida native, has years of business and has 2 years experience in Medicare healthcare plans, Medicare drug plan strategies, long-term care, life insurance, lifetime income strategies and serves as a client relationship manager.
Danyel DiCicco
Independent Insurance Agent Client Relationship Manager
Danyel, has lived in Sarasota for over 26 years. She has over five years experience in Medicare healthcare plans, Medicare drug plan strategies, long-term care, life insurance, lifetime income strategies and serves as a client relationship manager.
Angela Meriwether
Independent Insurance Agent Client Relationship Manager
Angela, a native Sarasota resident, has over 15 years experience in banking and specializes in healthcare plans, drug plan strategies, long-term care, life insurance, lifetime income strategies and serves as a client relationship manager.
Rafal Baranski
Founder RBF Capital Management, Inc.
Rafal has served the investment industry for over 25 years working for some of the largest financial institutions in the world, including JPMorgan & Chase and Merrill Lynch Co. Before founding RBF Capital Management, Inc., he was a portfolio manager at Montgomery Asset Management. His responsibilities include the oversight and management of the firm’s investment, as well as the firm’s business development and strategic planning.
Frank DiCicco
Senior Managing Partner Director of Insurance
Frank began his career in Sarasota in 1996, specializing in financial planning, insurance, business acquisitions, and turnaround strategies. A Eckerd College with Honors he is a member of the Phi Beta Kappa Academic Society, which was founded in 1776. His experience has helped our clients with business succession planning, long-range tax-free insurance products, healthcare plans, and lifetime income strategies.
Danyel DiCicco
Independent Insurance Agent Client Relationship Manager
Danyel, has lived in Sarasota for over 26 years. She has over five years experience in Medicare healthcare plans, Medicare drug plan strategies, long-term care, life insurance, lifetime income strategies and serves as a client relationship manager.
Angela Meriwether
Independent Insurance Agent Client Relationship Manager
Angela, a native Sarasota resident, has over 15 years experience in banking and specializes in healthcare plans, drug plan strategies, long-term care, life insurance, lifetime income strategies and serves as a client relationship manager.
Lynn Hunter
Independent Insurance Agent Client Relationship Manager
Lynn, a Florida native, has years of business and has 2 years experience in Medicare healthcare plans, Medicare drug plan strategies, long-term care, life insurance, lifetime income strategies and serves as a client relationship manager.
Lacey Flowers
Insurance Agent / Client Relationship Manager / Administrative Assistant
Lacey has over two years experience in the insurance industry and focuses on Medicare solutions, client relations and firm administration.
Our Team of Experts
Recognizing that no two clients are alike, we’ll take the time to listen and understand your circumstances, needs, goals, and aspirations.
Rafal Baranski
Founder RBF Capital Management, Inc.
Rafal has served the investment industry for over 25 years working for some of the largest financial institutions in the world, including JPMorgan & Chase and Merrill Lynch Co. Before founding RBF Capital Management, Inc., he was a portfolio manager at Montgomery Asset Management. His responsibilities include the oversight and management of the firm’s investment, as well as the firm’s business development and strategic planning.
Lacey Flowers
Insurance Agent / Client Relationship Manager / Administrative Assistant
Lacey has over two years experience in the insurance industry and focuses on Medicare solutions, client relations and firm administration.
Frank DiCicco
Senior Managing Partner Director of Insurance
Frank began his career in Sarasota in 1996, specializing in financial planning, insurance, business acquisitions, and turnaround strategies. A Eckerd College with Honors he is a member of the Phi Beta Kappa Academic Society, which was founded in 1776. His experience has helped our clients with business succession planning, long-range tax-free insurance products, healthcare plans, and lifetime income strategies.
Lynn Hunter
Independent Insurance Agent Client Relationship Manager
Lynn, a Florida native, has years of business and has 2 years experience in Medicare healthcare plans, Medicare drug plan strategies, long-term care, life insurance, lifetime income strategies and serves as a client relationship manager.
Danyel DiCicco
Independent Insurance Agent Client Relationship Manager
Danyel, has lived in Sarasota for over 26 years. She has over five years experience in Medicare healthcare plans, Medicare drug plan strategies, long-term care, life insurance, lifetime income strategies and serves as a client relationship manager.
Angela Meriwether
Independent Insurance Agent Client Relationship Manager
Angela, a native Sarasota resident, has over 15 years experience in banking and specializes in healthcare plans, drug plan strategies, long-term care, life insurance, lifetime income strategies and serves as a client relationship manager.
Rafal Baranski
Founder RBF Capital Management, Inc.
Rafal has served the investment industry for over 25 years working for some of the largest financial institutions in the world, including JPMorgan & Chase and Merrill Lynch Co. Before founding RBF Capital Management, Inc., he was a portfolio manager at Montgomery Asset Management. His responsibilities include the oversight and management of the firm’s investment, as well as the firm’s business development and strategic planning.
Frank DiCicco
Senior Managing Partner Director of Insurance
Frank began his career in Sarasota in 1996, specializing in financial planning, insurance, business acquisitions, and turnaround strategies. A Eckerd College with Honors he is a member of the Phi Beta Kappa Academic Society, which was founded in 1776. His experience has helped our clients with business succession planning, long-range tax-free insurance products, healthcare plans, and lifetime income strategies.
Danyel DiCicco
Independent Insurance Agent Client Relationship Manager
Danyel, has lived in Sarasota for over 26 years. She has over five years experience in Medicare healthcare plans, Medicare drug plan strategies, long-term care, life insurance, lifetime income strategies and serves as a client relationship manager.
Angela Meriwether
Independent Insurance Agent Client Relationship Manager
Angela, a native Sarasota resident, has over 15 years experience in banking and specializes in healthcare plans, drug plan strategies, long-term care, life insurance, lifetime income strategies and serves as a client relationship manager.
Lynn Hunter
Independent Insurance Agent Client Relationship Manager
Lynn, a Florida native, has years of business and has 2 years experience in Medicare healthcare plans, Medicare drug plan strategies, long-term care, life insurance, lifetime income strategies and serves as a client relationship manager.
Lacey Flowers
Insurance Agent / Client Relationship Manager / Administrative Assistant
Lacey has over two years experience in the insurance industry and focuses on Medicare solutions, client relations and firm administration.
Put You & Your Family in Good Hands
Offices
3800 S. Tamiami Tr., Suite 327
Sarasota, FL 34239
Sarasota, FL 34236
Hours
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Get In Touch
Get In Touch
Offices
3800 S. Tamiami Tr., Suite 327
Sarasota, FL 34239
Sarasota, FL 34236
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Download our RBF Retirement & Capital Management Joint Presentation