Evaluation. Education. Execution.
Evaluation - Every journey starts with an assessment of your current location, and a clear view of your destination.
Education - There are many paths to reach your financial goals. A trusted guide will point out potential pitfalls, introduce new tools to make your journey easier, and help select the path that is right for you.
Execution - Once your starting point is established, and your path clearly laid, your trusted guide will walk with you. By providing accountability, coaching, evaluation, and adjustment, we will be there to help see you reach your goals.
Bob is the founder and President of Rockridge Financial Services. With over 30 years of advising and accounting experience, Bob is proud to hold the Enrolled Agent Certification- the highest credential awarded by the IRS to accountants. Being a small business owner himself, Bob has spent his entire career working with individuals and businesses, ensuring they are in the best possible tax position, while providing insight and strategies to grow their wealth. Outside the office, Bob has a passion for his wife, Daniele, their 12 grandchildren, and their three horses. His best days are when he can combine all three. Also, make sure you ask him about white water rafting.
Chris is a CERTIFIED FINANCIAL PLANNER™ professional. Chris has a Bachelor of Science in Managerial Economics from Central Washington University. He has over 17 years in the field of personal finance and has spent the last 5 years focusing on insurance and retirement planning. Chris can usually be found outside with his wife and 3 young children, although when he can sneak away, you might find him fly fishing. Make sure you ask him about Alaska!