As a Financial Advisor who is experienced in navigating through challenging markets, Bob makes it his personal goal to have a complete understanding of a client's personal and financial circumstances. His most valuable assets are caring and empathy. He is in constant contact with all clients; this is the only way to ensure their portfolios are in line with their personal goals. By staying close to the families he works with, Bob is now servicing the next generation of clients.
“To see a relationship blossom to the children of our clients is the most rewarding part of this job and the best compliment I can receive."
Bob concentrates in three specific areas:
Tax advantaged retirement planning for small business owners:
Working with individuals who are near retirement or currently retired to help them manage their financial resources throughout their lifetime
Helping clients focus on estate planning issues and work with their advisers to develop an estate plan.
In 2005 Bob earned the prestigious CFP®, CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc.. He has been in the financial industry since 1969 and with Merrill Lynch since 2000.
Bob holds a Bachelors Degree in Accounting from Temple University, and an MBA from the University of Southern California. He has been married to his wife, Angela, for over 40 years. He is actively involved in the community by serving on various boards to include the Founders Board at Mission Hospital in Mission Viejo.