Currently working as: Freelance Finance Writer

Resides in: Fort Worth, Texas

Education: B.A. Sociology, State University of New York

Expertise: Personal and business finance, including insurance, investments, retirement planning, taxes, etc.

Awards: Numerous awards for personal production and agency leadership during his financial career. Earned CLU designation (Chartered Life Underwriter) from The American College.

Experience

Bob has over 15 years of experience as a financial advisor, trainer, agency manager for several major financial services companies. He helped families with putting plans in place to secure their financial futures, and assisted business owners and executives with business continuity planning, estate planning, and employee benefits.

Bob was also mentioned on: Lendstart, PropertyNest, 

Connect With Bob on Social Media: LinkedIn, Twitter

Business Website: MoneyWriterBob.com

Summary

• Over 15 years of experience as a financial advisor, trainer, agency manager
• Numerous awards for personal production and agency leadership during my financial career.
• B.A. Sociology, State University of New York