Bob Gustafson

Current

• Owner, CFP, Registered Investment Advisor at R.K. Gustafson Financial

Past

• Financial Advisor at American Express Financial Advisors
• Financial Advisor at J. W. Gant Investment Bankers

Education

• University of Massachusetts at Amherst

Recommended

1 person has recommended Bob

Connections

8 connections

Industry

Financial Services

Websites

• R.K. Gustafson Financial

Bob Gustafson’s Summary

Bob is a Certified Financial Planner® with over 15 years of experience in the securities industry. He spends over 100 hours per year in advanced financial education, studying the many facets of the financial industry, including securities, insurance, taxes, and other areas that affect your financial portfolio.

The goal of his firm is to become indispensable in helping clients make smart financial decisions through highly personalized service, trust and integrity. To achieve this goal, it requires that I have a wide range of skills and expertise in many areas including portfolio management, insurance planning, tax management, estate planning and other critical related areas.

Bob is currently authoring a book to help parents educate their children on the important aspects of managing their money.

Bob Gustafson’s Specialties:

Financial planning, portfolio management, investment management, employer benefits, life, disability, and long term care insurance.

Bob Gustafson’s Experience

• Owner, CFP, Registered Investment Advisor

  R.K. Gustafson Financial

  (Privately Held; Myself Only; Financial Services industry)

  1995 — Present (13 years)

  R. K. Gustafson Financial is an independent, fee-based financial planning firm committed to providing clients with objective advice, outstanding personal service, and the convenience of one-stop shopping. Being independent enables us to serve the best interests of our clients by offering objective advice, a variety of best of breed solutions, and broad access to the product offerings from the world’s most prestigious financial institutions.

• Financial Advisor

  American Express Financial Advisors

  (Public Company; 10,001 or more employees; AXP; Financial Services industry)

  1993 — 1994 (1 year)

• Financial Advisor

  J. W. Gant Investment Bankers

  (Financial Services industry)

  1989 — 1993 (4 years)

Bob Gustafson’s Education

• University of Massachusetts at Amherst

  1985 — 1989

Additional Information

Bob Gustafson’s Websites:

• R.K. Gustafson Financial

Bob Gustafson’s Groups:

Business Network International (BNI), Marlborough Regional Chamber of Commerce