Position:
Partner and Wealth Management Advisor at By Design Wealth Planning
Location:
Houston, Texas, United States
Found email addresses for Bob Smith:
Found phones for Bob Smith:
Jan 1997 - Current
Sep 2022 - Current
Jan 2016 - Aug 2022
Feb 1987 - Dec 2015
Their professional focus is 401k, Business Planning, and Employee Benefits Planning across 3 core areas.
Bob holds Certified Financial Planner (CFP) and Chartered Life Underwriter certifications.
MBA at Louisiana Tech University
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