Education and Designations
Certified Financial Planner™ (CFP)
Member, National Association of Personal Financial Advisors (NAPFA)
Chairman, Financial Planning Association (FPA) – Utah Chapter
Certified Financial Planner, College for Financial Planning
Master of Business Administration, University of Utah
Bachelor of Science in Accounting, University of Utah
Financial Management Experience
For 23 years, Bob was the co-owner of a registered investment advisory firm that managed $27 million of assets. He has been a Certified Financial Planner since 1988. Most recently, he was a financial advisor with Park Avenue Securities (owned by Guardian Life) and then Financial Network Investment Corporation (owned by ING).
Bob focuses on installing and servicing company retirement plans, creating personal financial plans (including retirement) and managing clients’ investments.
Bob helps people set and achieve financial goals that provide greater wealth, peace of mind and confidence in their future. He is committed to providing a high standard of service by placing the clients’ needs first.
In addition to his work in financial services, Bob has a depth of experience in the business world. He has been a corporate controller and treasurer for a large real estate development company, a consultant and analyst with a company specializing in mergers and acquisitions, an investment manager and the co-owner of a tech company.
Bob and his wife, Sylva, have lived in the Salt Lake area for most of their lives. They are parents of five children and have nine grandchildren.
Proactive Investing; The Key to Profits in a Changing Market Environment