Robert W. Bond, Jr.

Robert W. Bond Jr. (Bob) has been a Financial Professional for over 40 years. In his early years, he became a specialist in many investment areas of financial planning. Bob works with all levels of investors and prides himself on helping clients plan and manage their assets. His rules include: #1, it’s your money; #2, understand your budget and financial circumstances; #3, discover the options you have based on rule #2; and finally, rule #4 – NEVER forget rule #1. Bob always looks for what’s best for his clients.

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During his 45 years as a financial professional, Bob was also a high school teacher (now retired) but continues to find great purpose and fulfillment in the financial services industry. His love for teaching and working with students extends to his investment practice - teaching clients how to invest, plan, organize, develop goals, and discover their options.

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In his spare time, Bob is a vegetable gardener, a musician (he plays the clarinet), and a former magician and member of the famous Magic Castle in Hollywood. He enjoys traveling to wineries with his wife, who shares his love of old movies and jazz music. Church is important to them both, and Bob practices his faith in how he works with prospective and existing clients. He still serves some of the same clients who began their journey with him in 1981. Call for a no-obligation meeting or conversation.

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