CA Insurance License #0C48373
Bob comes to Provident Credit Union with over 24 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.
Bob has offices in:
San Ramon Branch
San Jose (North) Branch
San Jose (South) Branch
San Jose Branch