Bob Harrell Email & Phone Number

Bob is convinced that those who have financial plans regarding their future needs and goals are much better off than those who don’t. He remains committed to the planning process and believes its importance has been magnified by the recent recession and bear market. Bob specializes in creating and implementing financial plans for business owners, executives and families looking to improve their financial future. He says the best plans are short, to the point and state what actions need to happen to reach one's goals. Bob’s core planning services are investment management, retirement planning and business succession planning.Bob is married to Kristina and they have two daughters, Kaylee and Karaline They have lived in Ventura County for nearly 45 years. Bob has been an active member of the Camarillo Rotary club since 2009, and he sits on both their Board of Directors and the Rotary Foundation Board. He also graduated from the Ventura County Leadership Academy and was a member of Cohort 18. He volunteers his time with local organizations and non-profits such as the Camarillo Health Care District, Camarillo Hospice and Rotary..

Listed skills include Wealth, Retirement, Retirement Planning, Estate Planning, and 9 others.