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Biographical Info
Bob is the Owner and Senior Wealth Advisor of Christian Financial Advisors®. He has over 40 years of investment experience, starting with real estate investing in 1984 and stocks, bonds, mutual funds, and ETFs since 1993.
For over 31 years, Bob has been teaching, guiding, coaching, and helping individuals, couples, and families make wise financial decisions based on Biblical Principles. Bob guides clients in investing, retirement planning, estate planning, annual income tax reduction strategies, insurance choices, college savings plans, monthly and annual budgeting analysis, etc.
Level
Starter
Start Date
April 18, 2024
Me
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Favorite Scripture Verse
Plans fail for lack of counsel, but with many advisers they succeed.
Scripture Reference
Proverbs 15:22
Profession
Financial Advisor, Financial Planner, Registered Investment Advisor
Professional Focus
Biblically Responsible Investing (BRI), Charitable Giving, Financial Planning, Investment Management, Legacy Planning, Retirement Planning, Social Security Planning
Website
Logo
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Firm
CIS Wealth Management Group
About
We incorporate wisdom, stewardship, and Christian values into every aspect of our financial planning, advisory, and investment management processes. We believe that wisdom and values are key components of a successful financial plan.