Bob began his Financial Services Career in 1989 as an Insurance Agent with Equitable of Iowa where he remained for nine years. He joined Financial Plan Design in 1997 as an Associate Advisor. Bob completed his Life Underwriting Training Fellowship LUTCF in 1992, received his Chartered Financial Consultant Designation CHFC in 1996, and Chartered Life Underwriter Designation CLU in 2009. He is committed to comprehensive financial planning and tactical asset management for his clients.
Bob, a native of New Jersey, moved to San Diego in 1973 after serving four years of active duty in the United States Navy, which included three tours of duty in Vietnam. From 1973 to 1986, Bob went on to own and operate three Service Stations in conjunction with a successful Chartered Sports Fishing business.
Bob’s background as both a business owner and Financial Consultant has given him a knowledgeable insight when working with individuals and business owners. Bob has been the President and owner of Financial Plan Design since 2001.
Interests outside of providing financial security for his clients include: boating, fishing, kayaking, biking and going to the gym. Bob has held a US Coast Guard Merchant Marine Masters License from 1981 to 2021.