Robert ‘Bob’ Abrams, CFP®
Bob Abrams is a Certified Financial Planner™ practitioner, who has devoted his career to helping clients achieve their financial goals, counseling them through emotional financial decisions, preparing them for retirement and putting their estate plans in order. In recent years, Bob has centered his practice around financial issues facing senior adults. Focused areas such as Social Security, Medicare, Long Term Care, Taxes and “out living one’s assets” have consumed most of his time.
Bob is a graduate of the College of Financial Planning in Denver Colorado and is committed to ongoing professional education. He is a former instructor/moderator for industry education 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.
Cindy (wife of 42 years) and Bob have spent most of their lives in the Seattle area. They have four grown children, ten grandchildren and are very involved in their lives.
Bob is a fee-only financial planner and a fiduciary for his clients. He is licensed in Washington State for life, disability, annuity, and health insurance. Bob has more than four decades of experience in finance, management and as a local business owner.