Bob Panian, CFP®
Bob left a large national financial services firm in 2005 to form Bear Creek Financial, believing he could offer his clients a better experience as a independent financial professional.
He holds a BS from Brigham Young University and an MBA in personal financial planning from City University of Seattle. He is a CERTIFIED FINANCIAL PLANNER™ professional.
Financial Advocates serves as a financial advisor’s primary ally through the transition, growth, and ongoing management of an independent practice. They provide client care, compliance, marketing, and business succession support to their partnered advisors. Financial Advocates’ experienced and diverse staff is able to effectively assist advisors in several key areas, removing the obstacles advisors encounter when managing an independent practice.
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LPL Financial is the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.
For more information about LPL Financial, visit www.lpl.com.