Professional Services & Focus
I enjoy working with individuals and couples who wish to align their investments with their environmental and social values. We begin by discussing the dreams you wish to achieve. With a timeline and these objectives as our guide, we work together to manage your financial situation. Special care is taken to coordinate your investment preferences with your risk tolerance, tax status, liquidity/income need, emotional comfort level, and your values.
Through my relationship with PIA, my fee-based client portfolios are managed by First Affirmative Financial Network, LLC (FAFN), an independent investment advisory firm supporting a nationwide network of investment professionals specializing in transformative investing for socially conscious investors. These accounts are custodied at either Schwab Institutional or Foliofn.
Experience, Education, and Professional Designations
I have spent more than a quarter century advising clients about their tax, investment and insurance needs. Bachelor's Degree in Political Science (CSU, Northridge 1971) Standard Secondary Teaching Credential with minor in Economics (CSU, Northridge 1972) Master's Degree in Government (CSU, Sacramento 1980). ChFC (Chartered Financial Consultant) CLU (Chartered Life Underwriter) QFP (Qualified Financial Planner) AIF® (Accredited Investment Fiduciary). Financial Industry Regulatory Authority (FINRA) licenses/credentials: Series 6 (Investment Company/Variable Annuity), Series 7 (General Securities), Series 22 (Direct Participation Programs), Series 24 (General Principal), Series 63, (Uniform Securities Agent State), Series 65 (Uniform Investment Advisor) California Life Insurance and Variable Annuity License #0557650.
Visit his website at: www.bobdreizler.com
Check the background of this investment professional on FINRA's BrokerCheck