Brad Bobb, CFP®

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.