Since 2009, Bob Wilgos has been working in Summit Financial Advisors based 3310, 3310. Bob is a competent Partner with over seven years of work experience. According to Bob's resume and work profile, Bob Wilgos has worked at more than four companies with numerous backgrounds and got different skills. Bob attended school at the University of Rochester from 1967 to 1972. This expert has professional certification in License 054758 and Certified Financial Planner Board of Standards, License 054758. Bob Wilgos can be found in Philadelphia, Pennsylvania – where the professional currently lives. You can search for the person's email address and number. We can also provide you with exhaustive contact information upon request.
Name variants:
Robert Wilgos
Last updated Jun 06, 2024
Contact Information
Workplace
Colleagues
Work History
Partner
Newtown, Doylestown and Center City Philadelphia Pennsylvania
Formed a partnership with two likeminded Fee-Only financial advisors dedicated to providing unbiased financial services to middle income clients
Grew the business by over 50% from 2010 to...
from Jul 2009
President
Newtown, Pennsylvania
Established an independent financial consulting firm dedicated to delivering comprehensive, personalized, and objective advice to middle income clients and small business owners in the Secu...
May 2004 — Jul 2009
Associate VP - Key Accounts
San Ramon California
Managed major account relationships in the Security Alarm Industry for this GE Capital Joint Venture
Fostered relationships with 100 largest security alarm dealers in industry.
Feb 2002 — Apr 2004
Education
1967 — 1972
1962 — 1966
Occupations
Executive
Partner
Accountant
Finance and Accounting Specialist
Investor
Advisor
Chairperson
Security
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Retirement Planning
Estate Planning
Financial Planning
Public Speaking
Retirement
Investments
Long Term Care
Ira's
FAQs about Bob Wilgos
What is the main profession of Bob Wilgos?
Bob Wilgos is a Partner.
What jobs is Bob proficient at at?
Bob Wilgos is a professional such jobs as Executive and Partner.
Where does Bob Wilgos live?
Philadelphia, Pennsylvania is the place where Bob Wilgos currently lives
How many companies did Bob Wilgos work at?
Bob Wilgos worked at four jobs.
Does Bob Wilgos have personal webpage or blog?
The professional`s website is http://www.summitfa.net, http://www.garrettplanningnetwork.com/, and http://findanadvisor.napfa.org/Home.aspx.
Where has Bob Wilgos studied?
Bob studied at the University of Rochester from 1967 to 1972.
What are the certifications of Bob Wilgos?
This expert received the following certifications: License 054758 and Certified Financial Planner Board of Standards, License 054758.
What is professional industry that Bob Wilgos worked in?
Bob Wilgos works in Financial Services industry.