Bob Fitzsimmons, Cfp®

Bob Fitzsimmons, Cfp® Email and Phone Number

President, CFP® at FP Wealth Management, Inc. @ FP Wealth Management, Inc.
lincoln, nebraska, united states
Bob Fitzsimmons, Cfp®'s Location
Lincoln, Nebraska, United States, United States
Bob Fitzsimmons, Cfp®'s Contact Details

Bob Fitzsimmons, Cfp® personal email

n/a

Bob Fitzsimmons, Cfp® phone numbers

About Bob Fitzsimmons, Cfp®

Bob Fitzsimmons, CFP® is the President of FP Wealth Management, Inc., an independently owned wealth management firm in Lincoln, NE. Bob began in the financial services industry after serving in the U.S. Air Force and working for more than 24 years as a marketing executive with three major consumer goods companies. Over the years, Bob’s financial planning services practice has grown to more than 1,000 clients located in 25 states. Bob has been quoted in The New York Times, Wall Street Journal, USA Today, Omaha World Herald, Lincoln Journal-Star and a variety of professional publications because of his financial acumen.In 2013, Bob was honored with the O.R. Frey award from the Cornhusker chapter of the National Association of Insurance and Financial Advisors (NAIFA) for professional and community leadership. Bob serves on the Financial Services Institute’s (FSI) Conference Committee and the National Government Affairs Committee of the National Association of Insurance and Financial Advisors (NAIFA).In addition to his involvement in the financial services industry, Bob also gives back to the Lincoln community by donating time, talent and resources to an array of worthy causes and community service organizations that focus on education, including TeamMates Mentoring Program, Junior Achievement LPS teacher, and many more.Bob earned his undergraduate degree in Business Administration from University of Kansas in 1962, an MBA from Northwestern University in 1966 and his CFP designation from the College for Financial Planning in 1989.He has been married to his wife, Janice, for over 50 years, has three children and five grandchildren. Bob and his wife have traveled extensively through the Americas, Europe, Asia, Australia and North Africa. Additionally, he has competed in modified triathlon and Iron Man competitions, is an avid sports fan, and season ticket holder to UNL men’s football, basketball and baseball games, plus UNL women’s volleyball and basketball games.

Bob Fitzsimmons, Cfp®'s Current Company Details
FP Wealth Management, Inc.

Fp Wealth Management, Inc.

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President, CFP® at FP Wealth Management, Inc.
lincoln, nebraska, united states
Website:
fp-wealth.com
Employees:
4
Bob Fitzsimmons, Cfp® Work Experience Details
  • Fp Wealth Management, Inc.
    President, Cfp® Professional
    Fp Wealth Management, Inc. 2013 - Present
    Lincoln, Nebraska Area
    Working with a financial advisor isn’t just about the numbers, it’s about confidence and having someone looking out for your best interests at all times.Those have been our guiding principles since Bob FitzSimmons, CFP®, started his firm Bob Fitzsimmons, Inc. in 1990. In 2013, the company merged and changed it's name to FP Wealth Management, Inc.Today, FP Wealth Management, Inc. has grown to a team of five professionals who serve close to 600 households, but we have retained our client-centric approach. The primary focus of our financial services business is wealth management planning for individuals and families.Our wealth management service starts the day you become a client…continues many years into the future…and eventually leads to helping with the estate transfer to the client’s chosen beneficiaries and favorite charities.Today. Tomorrow. Forever. FP Wealth Management, Inc. Learn more at http://www.fpwmfirm.com/!Securities licensed through Investacorp, Inc., a registered broker dealer, member FINRA, SIPC. Advisory licensed through Investacorp Advisory Services, Inc. a SEC registered investment advisory firm. FINRA's homepage, www.finra.org and Securities Investor Protection Corporation's homepage, www.sipc.org. Linked sites are strictly provided as a courtesy. Investacorp, Inc. and its affiliates, do not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Investacorp, Inc. and its affiliates. The accuracy and authenticity of the information is reliant solely on the author and/or third parties and not by Investacorp, Inc. nor its affiliates. Any information represented should be for illustrative and educational purposes only and not to be considered investment advice.
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  • Bob Fitzsimmons, Inc.
    President, Cfp® Professional
    Bob Fitzsimmons, Inc. 1990 - 2013
    Lincoln, Nebraska Area

Bob Fitzsimmons, Cfp® Skills

Cfp Professional Wealth Management Financial Services Financial Advisory Independent Financial Advice Investments Investment Advisory Retirement Planning Estate Planning Estate Tax Planning Tax Planning College Education Planning Personal Budgeting Trusts Charitable Trusts Charitable Gift Planning Wills Stocks Bonds Annuities Mutual Funds Asset Management Asset Allocation Wealth Management Services Alternative Investments Life Insurance Term Life Insurance Permanent Life Insurance

Bob Fitzsimmons, Cfp® Education Details

Frequently Asked Questions about Bob Fitzsimmons, Cfp®

What company does Bob Fitzsimmons, Cfp® work for?

Bob Fitzsimmons, Cfp® works for Fp Wealth Management, Inc.

What is Bob Fitzsimmons, Cfp®'s role at the current company?

Bob Fitzsimmons, Cfp®'s current role is President, CFP® at FP Wealth Management, Inc..

What is Bob Fitzsimmons, Cfp®'s email address?

Bob Fitzsimmons, Cfp®'s email address is sa****@****ons.com

What is Bob Fitzsimmons, Cfp®'s direct phone number?

Bob Fitzsimmons, Cfp®'s direct phone number is +140246*****

What schools did Bob Fitzsimmons, Cfp® attend?

Bob Fitzsimmons, Cfp® attended College For Financial Planning, Northwestern University, The University Of Kansas.

What are some of Bob Fitzsimmons, Cfp®'s interests?

Bob Fitzsimmons, Cfp® has interest in Serving My Clients, Children, Attending Sporting Events, Traveling, Investing, Unl Huskers, Grandchildren, Exercising, Wealth Management, Financial Planning.

What skills is Bob Fitzsimmons, Cfp® known for?

Bob Fitzsimmons, Cfp® has skills like Cfp Professional, Wealth Management, Financial Services, Financial Advisory, Independent Financial Advice, Investments, Investment Advisory, Retirement Planning, Estate Planning, Estate Tax Planning, Tax Planning, College Education Planning.

Who are Bob Fitzsimmons, Cfp®'s colleagues?

Bob Fitzsimmons, Cfp®'s colleagues are Leslie Borges, Tracie Olson, Logan Wiedel.

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