Bob brings over thirty years of insight and experience to his financial services practice. Bob makes sure that all areas of financial services are addressed in a professional manner.
His clients have a variety of financial needs and are at various stages. Most are in the mature stage of planning for retirement, are making the transition to retirement, or are in retirement and want to look at ways to address their income needs and provide the best way to preserve their assets for themselves and the next generation.
Each custom strategy that Bob designs carefully addresses the specific needs of each individual client, including those who may already have some advanced planning in place.
Bob has completed many in-depth education programs including the CFP Professional Education Program through the College of Financial Planning (CFP Candidate). He is also a graduate of the Life Underwriters Training Council program earning his LUTCF designation and was the Chairman of the local LUTC in 1993.
His community and industry involvement included serving for several years as a board member for the United Cerebral Palsy of Idaho. He also served as a board member of the Boise Association of Insurance and Financial Advisors, past President of the Idaho chapter of The Financial Planning Association and as Past President of the Treasure Valley Estate Planning Council. Bob has been a supporter of the Boy Scouts of America for many years.
Securities by licensed Individuals Offered Through Investacorp, Inc.
A Registered Broker/Dealer Member FINRA, SIPC
Advisory Services Offered Through Investacorp Advisory Services, Inc.
A SEC Registered Investment Advisory Firm
The accuracy and authenticity of the information is reliant solely on the author and/or third parties and not by Investacorp, Inc. nor its affiliates. Any information represented should be for illustrative and educational purposes only and not to be considered investment advice.
