 |
|
|
Bob Pascuzzi, CLU, AIF®, Fiduciary Specialist
|
|
|
Robert Pascuzzi heads Creative Planning Services, a retirement
planning affiliate of Creative Planning. Creative is an
independent investment company that provides unbiased assessment
and management of company retirement plans company, and is
dedicated to bringing a full range of retirement plan consulting
services at both the plan sponsor level as well as the
participant level. Our in-house investment committee, headed by
one of the nation's top financial advisors, selects and monitors
investments for company retirement plans.
Creative is nationally recognized for its wealth management
services and has been featured in Robb Report's Worth Magazine,
Bloomberg Wealth Manager and Medical Economics. Creative
Planning has an in-house investment committee that selects and
monitors investments for company retirement plans.
Since 1993, Bob has focused his expertise in both the qualified
plan arena as well as providing "key employee" executive
carve-out benefits. When deploying education at the participant
level, Bob and his team focus on assisting employees to get "on
track" to live the same standard of living in retirement.
In December 2009, Bob was listed by the
401K Wire as one of the Top 300 Advisors in Defined
Contribution.
Bob grew up in Des Moines, Iowa and graduated in 1986 from Briar
Cliff college in Sioux City, Iowa with a BA degree. Bob earned
the CLU designation from the American College in 1998 and earned
his AIF designation (Accredited Investment Fiduciary) from the
Foundation for Fiduciary Studies in March, 2006.
Bob serves on the Executive Board of Higher M-Pact, a 403b
dedicated to transforming America's "at risk" inner city youth
to tomorrow's leaders. He is also involved and supports the
Christian Foundation for underprivileged children. He is married
to Kelly and they have three boys. |
| |
| |
|
| |
|
| |
|
