Bobby is a financial advisor with The AdvisoryOne Group in Chicago and has been working with high-net worth individuals, families and business owners in structuring their long-term investment and retirement portfolios for over 28 years. He also consults to the group retirement plans of closely-held companies in providing a competitive investment platform as well as the utmost in service to defined contribution plan participants. Bobby is a graduate of Florida International University and has attained both the Accredited Wealth Management Advisor® and the Chartered Retirement Planning Counselor® designations from the College for Financial Planning. Accredited Wealth Management Advisor® and AWMA®, and Chartered Retirement Planning Counselor® and CRPC® are registered service marks for the College for Financial Planning. Bobby is very active in the philanthropic community and resides with his family in Chicago.