Bob Macarthur, Cfp® Email & Phone Number

As an executive benefits consultant and wealth manager for three decades, Bob MacArthur has an extensive background in all aspects of corporate and individual financial planning.Bob is a sought-after speaker at national law and accounting firms on a variety of topics, including corporate executive retention, retirement / benefit plan designs and associated funding strategies.Bob attended the University of Vermont where he earned a Bachelors degree in Business Administration. Before starting his career in finance, Bob spent four years as a US Army officer and was stationed in the former West Germany. Bob has two grown children and resides with his wife, Tracy, in Cranston, Rhode Island.-- For corporations and closely held businesses alike, strategic executive benefit programs are imperative to recruit, motivate and retain critical talent. Each individual served also needs a personal strategy to integrate equity/earnings into wealth management for retirement, legacy and charitable goals – while maximizing income, reducing taxes and mitigating downside risk.Drawing on 30+ years of experience of high-level corporate consulting, MacArthur Financial brings an informed niche perspective to the intersection of corporate-sponsored benefits and individual financial planning. Supported by the logistical and administrative resources of our strategic partner, Wealth Impact Partners, our specialty lies in tapping the synergy of this confluence to the mutual benefit of companies and their high-value executives.Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc., Member FINRA/SIPC. 130 Springside Drive Suite 300 Akron, OH 44333-2431 800.765.5201. MacArthur Financial is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Third party posts do not reflect the views of Valmark Securities or MacArthur Financial and have not been approved prior to posting.

Listed skills include Executive Pay, Investments, Retirement Planning, 401K, and 8 others.

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  University Of Vermont

  Business Administration