Bob’s goal is to empower clients to make informed decisions and help accomplish their retirement income goals.
When entering the financial services industry, Bob served as an assistant vice president and branch manager for HSBC Bank. In an effort to find a professional atmosphere that matched his own commitment to building client relationships, Bob made a career change to specifically focus on retirement strategies. After working as an advisor with two local Jacksonville firms for 7 years, he decided to pursue his entrepreneurial vision and launched NuVenture Financial Group in 2019. As the CEO of NuVenture, Bob uses his passion for problem solving to help individuals and families with their long-term retirement strategies.
Bob has passed the Series 6, 63, and 65 securities exams and carries a life, health, and annuity license in Florida. He has also obtained the industry leading Retirement Income Certified Professional® (RICP®) designation.
Bob resides in Mandarin, Florida, with his wife and four daughters. In his spare time, he enjoys being outdoors and spending time with his family. Additionally, Bob is actively involved with his church and currently serves as the treasurer on the board of directors with the local nonprofit organization Hart Felt Ministries. He is a founding member and past president of both the Capital Gain Chapter of Business Networking International (BNI) and Core Network Referral Group (CNRG).
Insurance products are offered through the insurance business Nuventure Financial Group. NuVenture Financial Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by NuVenture Financial Group are not subject to Investment Advisor requirements.
Learn More About Bob
Read Hidden Obstacles May Snag Your Retirement? 5 Key Points to Consider
The appearances in Kiplinger were obtained through a PR program. The columnist received assistance from a public relations firm in preparing this piece for submission to Kiplinger.com. Kiplinger was not compensated in any way.