About Us


Bob is a CERTIFIED FINANCIAL PLANNER™ professional and has an MBA in personal financial planning.


Bob has created financial plans for over 100 couples and individuals over the past 17 years to help them pursue their financial goals.


Bob doesn’t work for a bank, a brokerage firm, or an insurance company. He is able to recommend the most appropriate option for each client.

Easy to Work With

Bob goes out of his way to make his services affordable and accessible.