Certified Financial Planner®
Since starting his own business as a financial advisor in 1980, Bob has been known for and has built his company on a foundation of trust and integrity. His commitment to exceptional service and pursuing his client’s goals has driven
the success of the company over the years. Bob continues his education to remain at the top of his field, previously earning recognition as a top financial advisor by being named to the broker/dealer’s Financial Chairman’s Council (2011-2016, an award based on revenues). His life planning sessions with his clients cover many important issues, including their goals and desires. A “hands-on” partner with his clients, his personal attention is a standard part of his level of service and his 30 plus years of experience brings valuable perspective and insight. Bob is also the author of the great resource book, “Your Life Plan: A Guide to Financial Freedom”. Contact our office for details on how to get your complimentary copy!
Born an entrepreneur in Buffalo, New York, Bob started his first business at the young age of eight years old making deliveries from the pharmacy to his elderly neighbors during the frigid Buffalo winters. After serving our
country in the Air Force and wanting a warmer work environment, he headed west to Glendora, California where he earned his B.A. from La Verne University. He then earned his CFP® certification from the College of Financial Planning in Denver, Colorado. Since 2015, Bob has partnered with the prestigious Carson Group which is a family of companies, led by Barron’s Hall of Fame* advisor Ron Carson, committed to being the most trusted for financial advice and guidance. With this partnership Bob strives to provide transparency, trust, and accountability to further enhance his client’s experience.
Bob has been married to his wife, Sandy since 1982 and they have two children, nine grandchildren and four great grandchildren. Sandy was instrumental in working with Bob when they began the company in 1987 and together have created an extraordinary work environment for their employees and a successful and loyal client following.
Getting to know Bob
Passions: Fly fishing, Traveling with my wife, Fine dining
What’s your favorite food: Italian
Favorite quote: “If you hoot with the owls, you cannot fly with the eagles.”
If Bob could meet anyone, past or present, it would be: Ronald Reagan
Something on Bob’s bucket list: Family reunion
Place Bob would most like to visit: New Zealand/Australia (Sandy’s bucket list #1!)
Biggest accomplishment: Earning my CFP® certification
*Barron’s magazine, October 20, 2014 issue. Advisors inducted into the Hall of Fame include those who were recipients of the Barron’s Top 100 Independent Advisors ranking since the list’s inception. The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.