Robert Bagby II, CFP

In over 25 years of experience as a financial advisor, Rob Bagby doesn?t view his job as work. Rob works closely with each of his clients to understand their unique situations and help them customize investment strategies that reflect their financial needs. He works closely with people to close the retirement income gap, and he helps people create plans and estate planning strategies. Rob values integrity in his practice and treats every client as if he were working with a family member. He has developed close friendships with his clients and now works with the third generation of some of their families. Rob loves talking with people about more than just investing and planning ? he likes to hear about their lives and personal details that are unique to them. After graduating with a bachelor?s degree in economics from the University of Missouri, Rob earned the CERTIFIED FINANCIAL PLANNER? designation. This certification is awarded after meeting educational and experience requirements, as well as passing an exam covering areas such as asset allocation, estate planning strategies, life insurance, and retirement planning. With a daily goal of giving back to his community, Rob volunteers at Circle of Concern Food Pantry and is active in his church. He lives in Wildwood, MO, and enjoys hiking and exploring national and state parks, as well as hunting and fishing. You can find him walking his three rescue dogs almost every day. CA Insurance License Number: 0N15611. Resident State MO.