From his friendly, down-to-earth approach, one might never guess that Financial Advisor and Managing Principal Bob Gucer holds advanced degrees in finance from one of Europe's most prestigious universities. That is, until you started working with him and saw for yourself his wealth-building expertise.
Bob calls himself a "listener" who takes pride in getting to know his clients and establishing deep and valued relationships with every one. His first focus is always on learning everything the client is willing to share about his or her financial, personal and professional aspirations.
Bob describes his typical client as an individual whose financial life has grown increasingly complex. Often, that client is already working with a CPA, a stock broker, an insurance agent and even an estate attorney and is looking for someone to coordinate the efforts of these professionals and provide sound advice. He believes that his holistic and collaborative approach to financial planning does just that.
Among his many community activities, Bob is particularly proud of his involvement in the Kelly Mill Elementary School Watch D.O.G.S. (Dads of Great Students) program. Watch D.O.G.S. is the initiative of the National Center for Fathering, which organizes fathers and father figures to provide positive role models for students and to enhance school security. The Istanbul native is also an active member of the Turkish American Cultural Association.
Bob and his wife Jodi have three children of their own, Madeleine, Cole and Isabella.
When not helping his clients achieve their financial goals, Bob enjoys spending time with his family, cooking, travelling, soccer, basketball, cars and playing with the family rescue dog.
Among his areas of focus are:
• Retirement Planning Strategies
• Family Finances
• Wealth Preservation Strategies
• Domestic Partner Planning
• Retirement Plan Distributions
• Education Planning
• CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
• CRPC® Chartered Retirement Planning Counselor
• ChFC® Chartered Financial Consultant
• MBA, Finance and Economics, Université d'Orléans, France
• BS, Finance and Economics, Université d'Orléans, France
Awards and Recognition
• Ameriprise Circle of Success, 2003
• Five Star Wealth Manager2 2015