Bob Macarthur, Cfp®

Bob Macarthur, Cfp® Email and Phone Number

Wealth Manager and Executive Benefits Consultant @ Trove Private Wealth
Providence, RI, US
Bob Macarthur, Cfp®'s Location
Providence, Rhode Island, United States, United States
Bob Macarthur, Cfp®'s Contact Details

Bob Macarthur, Cfp® phone numbers

About Bob Macarthur, Cfp®

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.

Bob Macarthur, Cfp®'s Current Company Details
Trove Private Wealth

Trove Private Wealth

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Wealth Manager and Executive Benefits Consultant
Providence, RI, US
Bob Macarthur, Cfp® Work Experience Details
  • Trove Private Wealth
    Wealth Manager And Executive Benefits Consultant
    Trove Private Wealth
    Providence, Ri, Us
  • Trove Private Wealth
    Wealth Manager/ Executive Benefits Consultant
    Trove Private Wealth Jun 2021 - Present
  • Macarthur Financial, Llc
    Founder, Principal, Financial Advisor
    Macarthur Financial, Llc Jun 2021 - Present
    Providence, Rhode Island, United States
  • The Todd Organization
    Executive Benefits And Financial Planning Consultant
    The Todd Organization 1999 - Jun 2021
    Consulting with companies to design and finance customized benefit and retirement strategies which help attract, retain and reward key employees. Comprehensive financial and retirement planning for executive level clients.

Bob Macarthur, Cfp® Skills

Executive Pay Investments Retirement Planning 401k Financial Planning Defined Benefit Wealth Management Qualified Retirement Plans Finance Mutual Funds Executive Benefits Strategies Financial Services

Bob Macarthur, Cfp® Education Details

Frequently Asked Questions about Bob Macarthur, Cfp®

What company does Bob Macarthur, Cfp® work for?

Bob Macarthur, Cfp® works for Trove Private Wealth

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

Bob Macarthur, Cfp®'s current role is Wealth Manager and Executive Benefits Consultant.

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

Bob Macarthur, Cfp®'s direct phone number is +144087*****

What schools did Bob Macarthur, Cfp® attend?

Bob Macarthur, Cfp® attended University Of Vermont.

What skills is Bob Macarthur, Cfp® known for?

Bob Macarthur, Cfp® has skills like Executive Pay, Investments, Retirement Planning, 401k, Financial Planning, Defined Benefit, Wealth Management, Qualified Retirement Plans, Finance, Mutual Funds, Executive Benefits Strategies, Financial Services.

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