Bob enjoys helping his clients achieve their goals with over 30 years of experience in financial services. He respects the individual needs and values of his clients while educating them to make sound decisions for their investment and retirement income plans, allowing them to focus on what is most important in their lives.
A graduate of California State University, Sacramento, Bob earned his Bachelor of Science in Business Administration with a Concentration in Finance and a Minor in Economics. He was awarded the CFE Certified Financial Educator® or CFEd® from the Heartland Institute of Financial Education, a 501(c) (3) national nonprofit. He is a Registered Principal with Ameritas Investment Company and has extensive experience with Life Insurance and Long Term Care Insurance planning.
Bob has been married for 32 years, has two grown daughters, and especially enjoys time with his family on the Northern California coast.