About My Practice
White Oaks Wealth Advisors has an experienced team of independent Certified Financial Planners® and a CPA who work with clients by listening first, gathering information and then developing a comprehensive and proactive strategy that combines personalized retirement planning, customized portfolio management, inter-generational estate planning and coordinated income tax strategies - all within a fee-only, personal advisory relationship. White Oaks simplifies the complexities of wealth by providing a unique, open-architecture design structure for clients with a liquid net worth in excess of $2,000,000. Our design encourages good performance and positive client outcomes. Please contact us to hear more about our design.
Bob has over 30 years advising clients, holding many leadership roles in financial planning, including National Director and 1998 President - Institute of Certified Financial Planners. His success has garnered national recognition, most notably in Worth Magazine's "Top 250 Financial Advisors" since 1996. The press has sought Bob's financial planning expertise in: USA Today, New York Times, Minneapolis Star Tribune, Investors Business Daily, Barron's, Fortune.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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