Bob Cdfa

Bob Cdfa Work

Founder and CEO

@

Certified Divorce Financial Analyst® (CDFA®)

@ Tidal Pointe Divorce Advisors

S

CDFA®, Wealth Management Advisor and Senior Retirement Planning Specialist

@ Savannah Wealth Group

Regional Vice President of Sales

@ Brighthouse Financial

Bob Cdfa Education

1998 - 2003 BS in Finance

Fort Lewis College

Bob Cdfa Skills

InsuranceFixed AnnuitiesFinancial ServicesInvestmentsManagementMutual FundsStrategyCRMSalesRetirementSeries 63Retirement PlanningSeries 6Series 7New Business DevelopmentStrategic PlanningFinancial AdvisoryMarketing StrategyVariable Annuities401kAccount ManagementProject ManagementEntrepreneurshipStrategic Financial PlanningEstate PlanningPublic SpeakingCoachingFinancial PlanningCompetitive AnalysisSellingWholesaleWholesalingDistribution ManagementAnnuitiesConsultative SellingCustomer RelationsAnnuityRelationship ManagmentCorporate Product MarketingLocal Marketing ExecutionTerritory ManagementProduct DevelopmentRetirement Income StrategyTraining Design (Course & Program)Digital MarketingDigital StrategyMarketingSocial Media MarketingAnalyticsLeadershipTraining Design CourseRetirement IncomeCorporate Product401K Retirement Savings PlansSales ManagementTraining Design Course And ProgramStrategic FinancialLocal Marketing401 Retirement Savings PlansTraining Design

Bob Cdfa Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

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Bob Cdfa currently works at Tidal Pointe Divorce Advisors as Bob Cdfa - Founder and CEO | Certified Divorce Financial Analyst® (CDFA®) at Tidal Point Divorce Advisors.

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