Bob is a Certified Retirement Counselor and a licensed life, health, disability and long-term care insurance agent. Bob is a Registered Representative and Investment Adviser Representative with Cetera Advisor Networks LLC and has built a successful planning business over the past 17 years.
Bob entered the financial services industry in 1985 after 20 successful years in corporate finance, accounting and human resources. He has built a clientele comprised mainly of individuals and business owners. In his practice, emphasis is placed on providing the education and information clients need to potentially make intelligent financial planning decisions. He examines the client’s financial situation and recommends strategies based on their stated goals and objectives. Strategies include investment portfolio management, retirement planning, estate planning, tax planning, inheritance planning, risk analysis and special requests. Building a “trusting” relationship with his clients is a key factor in Bob’s successful practice.
A resident of Albuquerque since 1991, Bob is actively involved in the community. He conducts financial planning as well as long-term care seminars and is a frequent speaker for various groups in the community.
After graduating from San Jose State University with a BS degree in accounting, Bob earned his MBA from the Universityof Phoenix. He is a member in good standing of the Financial Planning Association (FPA). He is active in the Greater Albuquerque Chamber of Commerce, Shared Vision, New Mexico Association for Continuity of Care and Sandia Presbyterian Church.
