Bob is the CEO of BDA Financial, where he leads his clients’ investment management and planning. He has been in the financial services industry for nearly 35 years and before that, he had a career as a biologist. After spending a decade in developing countries, often without running water or electricity, he was looking for a stable career where he could still give back to others (he spent time in the Peace Corps, as well!). He found financial planning and never looked back.
In his time in the industry, Bob has earned many top designations, including being a Chartered Financial Consultant and Chartered Life Underwriter. Both of these designations show his enthusiasm for learning and serving his clients to the best of his ability. He considers himself a constant learner and always enjoys learning new things and being an important resource for his clients. He is also a natural problem-solver and enjoys learning about his clients’ life experiences, families, and hopes.
Outside of the office, Bob enjoys spending time with his close-knit family, including his wife, three children, and one grandson. He enjoys traveling (even after so many years living abroad) and working on his Spanish.