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Bob Stafford

CFP®, CLU®
Managing Partner, Financial Advisor

Bob is a Certified Financial Planner™ professional and has been serving his clients since 2003. He has long standing clients who are busy professionals, small business owners, retirees, and families. Bob’s clients choose him because he focuses on helping them achieve their long-term goals by truly listening. He gets to know every aspect of his clients’ lives, staying connected with them through life changes that affect their financial future; helping them to build, protect, enjoy and transfer wealth.  Bob has spent most of his career teaching retirement planning classes throughout the Bay Area, and this area remains the focus of his practice.

 

Bob is a Bay Area native and graduated from UC Berkeley with a degree in Economics.

He recently served on the Investment Committee for the Moraga Education Foundation and is a former board member of the Peninsula Estate Planning Council.  Bob now resides in Moraga with his wife Jessica and their three children (sort of …two are in college at the moment).  Outside of work and family Bob enjoys golf and travel.

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Bob Stafford
Contact

Reach out any time. We would love to help you plan for your future.

P: 650.638.9600

F: 650.638.9604

info@vantagewealthmgmt.com

The website is a publication of Vantage Wealth Management, LLC. The firm is registered as an investment adviser with SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. 

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