Committed to professional education, Bob has completed educational work from the College of Financial Planning, in Denver Colorado, and he holds the Certified Financial Planner™ designation. With a diverse client base, Bob represents professional executives, small business owners, those nearing retirement, and those enjoying retirement. Bob has been an instructor/moderator for industry educational classes through the American College’s LUTC programs. He is a former member and local board officer in the National Association of Insurance & Financial Advisors, as well as a former member in the Financial Planning Association (FPA).
Bob is a fee-only financial planner and fiduciary for his clients. He is also licensed in Washington State for Life, Disability, Annuity and Health Insurance. Bob has more than three decades of experience in finance, management and as a local business owner.