Bear Creek Financial

Money: The Third Most Important Thing In Life

Bob is passionate about helping people get comfortable with their financial outlook, so they can focus their energy toward the things in life that are more important than money.

Email

bob@bearcreekfinancial.com

Office

14205 SE 36th Street, Suite 100 Bellevue, WA 98006

Hours

Monday-Friday:
8am – 5pm

What Makes Bob Different

Bob is passionate about helping people get comfortable with their financial outlook, so they can focus their energy toward the things in life that are more important than money.

Independent

Experienced

Qualified

Easy To Work With

Bob Panian, CFP®

Our Services

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Financial Position

 Bob works with you to determine your net worth and analyze your cash flow…

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Protection

He analyzes the risks you face and help you make smart decisions about protecting yourself and your family from those risks…

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Investment

He helps you determine the kinds of investments and investment allocation that’s appropriate for you… 

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Tax Management

He works with you to analyze your current tax exposure and identify steps that can be taken…

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Retirement planning

 Bob helps you clearly identify what retirement means to you and quantify what the financial requirements are likely to be…

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Estate Planning

He helps you articulate your estate planning objectives and recommend specific legal and investment strategies…

Developing Financial Strategies That Work For You

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 PLANNERâ„¢ professional.

Years of Experience

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Dedicated

Get In touCh

Schedule an Appointment

Retirement Planning

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Asset Protection

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Investment Strategies

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Tax Management

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