Brad Bobb CFP®
Professional Background and Education
My journey started at Southern Illinois University Edwardsville, where I graduated with a degree in Business Finance. After graduating, I went to work for Country Insurance and Financial Services as an insurance agent and financial advisor. I have also had the opportunity to work for a large regional bank as a financial consultant. While working for these large companies, I realized that the corporate world may not be the best fit for me. Each of the companies I worked for placed heavy emphasis on product sales and sales benchmarks. Even though I met all of my sales goals and contests, I started to think there was a better way to serve my clients. Enter Bobb Financial. In 2007, I opened up my own practice, Bobb Financial. I believe that being objective is the only way to serve my clients, and the best way to do that is by being independent.
One commitment I make to my clients is to always be learning. Many parts of financial planning are constantly changing, and I take it upon myself to further my education annually. In 2016, I obtained my CERTIFIED FINANCIAL PLANNER™ designation. The CFP® is widely recognized in the industry as the top designation for financial planners. The CFP® curriculum involves all areas of financial planning and CFP® registrants are obligated to act as a fiduciary for their clients. I am a member of NAPFA, XY Planning Network and featured on Fee Only Network.
My goal is to establish long term relationships with all of my clients, so if you are considering becoming a client, you should probably know a little more about me.
Personal
My Christian faith is my foundation. I am eternally grateful for what Jesus did on the cross for me. I do my best to share his grace with others in everything I do.
Outside of work, I really enjoy spending time with my family, working out or playing sports, and enjoying the outdoors. My wife, Lynette, works part time as a pediatric and NICU nurse. She also does some administrative work at Bobb Financial. We have been blessed with three wonderful kids, who are both loads of fun and challenging at the same time! It seems like we are busier every year as our kids get older and become involved in more activities.
I love fitness, whether that involves playing sports, watching sports, or working out. Our family does our best to stay active by having family workouts, doing the burpee challenge or playing sports any chance we can. While most people in the Midwest do not enjoy winter much, we (my wife may have a slight argument here) love it! I prefer to take vacations in the winter in search of snow. Even though we only get to go once or twice a year, we love it when we get the chance to snow ski or snowmobile.