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Webinar: Claiming Social Security: Strategies for Approaching Retirement

Meet Bob Kleber, CFP®

 

(800) 345-4783

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About Bob

Bob’s desire as a financial adviser is to positively impact the lives of his clients. He does this by guiding them through the financial elements of many of their most important decisions. To help clients make the best choices and reach their long-term financial goals, he offers personalized wealth services such as retirement and tax planning as well as investment portfolio and 401(k) advice.

Bob has earned the CERTIFIED FINANCIAL PLANNER™ designation. He has been a key part of Advance Capital since 1997.

Bob is a graduate of the University of Michigan with a BBA and a major in Finance. He is a member of the Financial Planning Association.

Connect with Bob on LinkedIn

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Specializations

  • Retirement Planning
  • Tax Planning
  • College Planning
  • Estate Planning
  • Investment Portfolio and 401k Advice & Monitoring
  • Social Security
  • Medicare
  • Insurance & Risk Management
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Qualifications

  • CFP® (CERTIFIED FINANCIAL PLANNER™)
  • BBA in Finance from the University of Michigan

ADVISER Q+A

How have you progressed and evolved through your time at Advance Capital?

How does Advance Capital’s culture and resources contribute to your work?

What do you find most rewarding about your work?

What’s your favorite piece of advice?

FUN FACT!

Bob is a distinguished singer, who has sung at weddings and once considered joining an a cappella group full time. His greatest musical accomplishments are composing and singing songs to propose to his wife as well as celebrate the first birthdays of his four children. Bravo!