For Bob Taylor, assisting people in making the most of their financial resources is a rewarding proposition. Bob actually enjoys coaching his clients through the myriad of wealth management issues and financial planning details.
A financial planner with the Sacramento office of Financial Network Wealth Advisors, his office employs a comprehensive, team managed approach to wealth management. His role is assisting clients in making informed decisions about their retirement plans, investment portfolios, and financial legacy issues. The end result is to employ a team of professionals that provide clients greater financial independence.
With well over a decade of experience in the financial services industry, Bob has worked in the private and institutional side of money management. In the financial services sector, Bob was instrumental in establishing and running an investment program for a billion dollar credit union.
Bob graduated from CSU Sacramento with a bachelor’s degree in Economics. He holds series 7 & 63 securities registrations, along with his life, disability and Certified Fund Specialist (CFS) credential. Bob has also served as a speaker for government, corporate and credit union offices, written and published industry related articles.
Bob’s emphasis is on financial planning for individuals, trusts, and private business owners. Bob’s practice encompasses fee based planning, retirement plans, asset allocation plans, separate accounts, insurance, all with a team approach in mind. His office is uniquely staffed with professionals that can assist in almost every area of financial planning, offering his clients access to investment resources that may not be available elsewhere.