Bob has many backgrounds; fifteen years of experience in accounting and taxes and ten-plus years as a licensed investment advisor. Bob joined Tota Vita Financial Associates at the end of 2019 as a Financial Planner and Investment Analyst. In his role at Tota Vita Financial Associates, Bob works closely with clients to complete their Unified Plan. Bob also works with Darren to research and build our custom models to manage our client family portfolios most actively and efficiently.
Outside of work, Bob enjoys traveling with his family, going to youth basketball games, getting out on the golf course, and playing on his seasonal softball team.