Bob is a graduate of the American College in Bryn Mawr PA. The board of trustees has granted him the designation of Chartered Financial Consultant along with the designation of Chartered Life Underwriter after successfully completing the required courses, examinations and experience criteria.
Bob also has completed the courses, examinations, experience and code of ethics requirements from the College of Financial Planning in Denver Co. and is a CERTIFIED FINANCIAL PLANNER™ Professional.
In addition Bob is registered as a licensed Investment Advisor Representative and a General Securities Representative.
Bob has more than 35 years of experience providing financial services (with more than 25 in Florida). His diverse background and experience position Bob to have the unique ability to manage a lifetime of change. Continuing Education and training required by The College of Financial Planning, FINRA , Insurance Providers and Wall Street Financial Group keeps Bob informed of the latest industry and product trends as well as regulatory changes.
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
Registered General Securities Representative
Investment Advisor Representative