Financial Planning Basics Webinar

Financial Planning Basics Webinar

09/07/2022 12:00 - 1:00 PM via Online Webinar

Get the knowledge you need to create and maintain your financial plan. We’ll cover many key topics including:
Reserve Your Spot
 
Bob has over 25 years of experience in financial services. His goal is to help members make informed investment decisions based on their specific needs.

Bob Reyen

Investment Services Manager/Financial Consultant

FINRA

CA Insurance License #0C48373

Bob comes to Provident Credit Union with over 25 years of experience in financial services. A majority of his experience was with Franklin Templeton Investments, where he was a Vice-President/Regional Director for their Portfolio Advisors division. His work experience also includes Bank of America/Merrill Lynch, Northwestern Mutual, and Abner, Herrman & Brock Asset Management.

As a Financial Consultant located at Provident Credit Union, Bob offers a wide range of services, from helping with individual investments and education savings to developing a retirement plan. His goal is to help members make informed investment decisions based on their specific needs.

Bob received a Bachelor of Music degree from San Francisco State University and a Masters of Music degree from the University of Michigan. He enjoys music performance along with golf, travel and cooking.

Phone: (650) 670-7697

Fax: (650) 801-7103

Bob has offices in:

  • Fremont Branch

  • San Jose (North) Branch

  • San Jose Branch

  • Hayward Branch

  • San Ramon Branch

  • Dublin Branch

  • San Jose (South) Branch

Email

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