Why Use This Tool?

Armstrong Retirement Planning, LLC (ARP) is a solo fee-only financial planning practice. ARP has no income or asset minimums for clients wishing financial planning or retirement planning services. The minimum of $750,000 you see on this page applies only to those clients who wish to have their assets managed.

My focus is helping you achieve your financial dreams by providing you with the attention, expertise and care you deserve; sound advice and clear solutions.

The approach is low key and highly personalized. The goal is to be sure clients understand what is being proposed and why the recommendation is being made. Educating clients about opportunities as well as risks is important. By working closely with each client I provide the personalized solution that best meets your unique needs. When managing client's portfolios ARP by contract maintains "non-discretionary" trading authority, meaning that any recommended trade will not be acted up unless approved by the client.

Bob's practice emphasizes long-term client relationships and he is very glad to provide client references upon request. His initial "get acquainted" meeting is at no-cost and is focused on discussing your needs and how he can help.

For more detailed information, please visit www.armstrongplanning.com

Bob is a CFP^®, certified financial planner, and he has had a fee-only practice in Cupertino since 2003. His practice focuses on financial planning and investment management. His educational background includes a M.S. in Financial Planning, an MBA and a B.S. in Computer Science. Prior to opening his practice, Bob worked for Hewlett-Packard in a variety of management positions for 24 years.

Bob's practice emphasizes long-term client relationships and he is very glad to provide client references upon request. His initial "get acquainted" meeting is at no-cost and is focused on discussing your needs and how he can help.

Bob is very involved in his civic and professional communities, including serving as a the 2011 President of the Silicon Valley Chapter of the Financial Planning Association and as Vice-President of the Cupertino Library Foundation Board. He is Past President of the Cupertino Chamber of Commerce. He is also an active member of the Cupertino Rotary and is active in many other community groups.