Over forty years of experience in nearly every facet of the insurance and investment industries and has served in the following positions: President, Regional Vice President, Regional Director, Regional Marketing Director, Branch Manager and Registered Principal, District Manager, General Agent, and Sales Agent with a successful background in entrepreneurial ventures.
Bob is a Financial Advisor and holds two securities registrations as a Registered Representative & Investment Advisor Representative of HTK. Expertise in the advanced levels of life insurance planning, Estate Planning, Business Continuation & Succession Planning, Deferred Compensation Plans, Executive Bonus Plans, Funded Retirement Plans Rollovers and Transfers, Individual Retirement Planning, College Education Funding, Asset Management & Client Counseling, and Practice Management. Skilled in cultivating and maintaining relationships with clients and creating plans for financial prosperity. Experienced in company and industry speaking and teaching.
- Chartered Financial Consultant
- Chartered Life Underwriter
- Graduate Estate Planning Consultant
- Licenses: Investment Advisor Representative, Series 7, Series 63, Life, Annuity and Disability
Bob was born and raised in Southern California. During his free time Bob and his wife Kathy love to travel, especially to Europe. He also holds a Minister’s license and has a passion to teach the Bible at his church or wherever called upon. He has two adult children and six beautiful grandchildren.
Registered Representative of Hornor, Townsend, & Kent, LLC.
CA Ins. Lic. #0563352