Bob adopted the title of Non-Traditional Financial Advisor in 2019 as his skills and talents in the financial advisory space grew and transformed into a consultative role with clients, tax professionals and other advisors with whom he coached and did joint work.
Bob has been a financial advisor for over 2 decades. He has held several securities licenses as well as an insurance license. Throughout his years in the years in the industry, Bob has always gravitated to high end planning including tax strategies and alternative investments. Bob has found that through the implementation of tax strategies and alternative investments, he can lower a client’s overall risk and raise their overall portfolio returns. He has loved this process for his clients. It is because of these non-traditional approaches to planning and investing that he decided to name his company Non-Traditional Financial Solutions. Bob is passionate about non-traditional planning and solutions and his clients are raving fans of what it has done for them.