Field Representative
Current
Sep 2021 - Present
AeroLeads people directory · profile
Bobby Pesakoff, Cfp®, Chfc® Email & Phone Number
Field Representative at NRECA
at
NRECA
1 work email found
@nreca.coop
4 phones found area 704, 260, 800, and 213
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Field Representative at NRECA
Location
Charlotte Metro, United States
Company size
Who is Bobby Pesakoff, Cfp®, Chfc®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Bobby Pesakoff, Cfp®, Chfc® is listed as Field Representative at NRECA at NRECA, a with 942 employees, based in Charlotte Metro, United States. AeroLeads shows a work email signal at nreca.coop, phone signal with area code 704, 260, 800, 213, and a matched LinkedIn profile for Bobby Pesakoff, Cfp®, Chfc®.
Bobby Pesakoff, Cfp®, Chfc® previously worked as Field Representative at Nreca and Planner at Nreca. Bobby Pesakoff, Cfp®, Chfc® holds Certificate For Financial Planning from The American College.
Company email context
Email format at NRECA
This section adds company-level context without repeating Bobby Pesakoff, Cfp®, Chfc®'s masked contact details.
*@nreca.coop
71% confidence
AeroLeads found 1 current-domain work email signal for Bobby Pesakoff, Cfp®, Chfc®. Compare company email patterns before reaching out.
Profile bio
About Bobby Pesakoff, Cfp®, Chfc®
A third generation financial services professional, I specialize in comprehensive financial services and retirement planning. I've worked with business owners and professionals to provide business and corporate insurance and investment solutions, including qualified retirement plans.From 2006 to 2016 I focused on wholesaling financial services, education and consulting with financial advisors throughout the country on insurance and investment strategies, and how best to serve their clients. During this time, I became a Certified Financial Planner® Certificant, affirming my commitment to putting clients' interests first, and addressing their comprehensive planning needs.I returned to HF Financial to focus my attention on retirement plan consulting as the foundation of so many American's financial future, and one of the keys to a successful comprehensive financial planning program.A lifelong Charlottean, I enjoy cooking, travelling and attending theater with my wife and 3 daughters.
Listed skills include Financial Services, Wealth Management, Retirement Planning, Life Insurance, and 16 others.
Current workplace
Bobby Pesakoff, Cfp®, Chfc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Nreca
9 roles · 28 years
Bobby Pesakoff, Cfp®, Chfc® work experience
A career timeline built from the work history available for this profile.
Planner
Jan 2019 - Sep 2021
Retirement Plan Specialist
Hf Financial
Provided total financial needs analysis through a network of experienced professionals with expertise in:• Advisory services • Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Trust services
May 2017 - Jan 2019
Regional Sales Vice President
As a Regional Sales Vice President at Ash Brokerage, I helped advisors identify new opportunities, providing consultative and comprehensive insurance support and effectively helped advisors grow their businesses in the Southeastern US, including Virginia, North Carolina, South Carolina, Georgia, Florida and Puerto Rico. My approach was to focus on customization to make sure the design fit both the client's need and budget, which could include term, whole life, universal life and… Show more As a Regional Sales Vice President at Ash Brokerage, I helped advisors identify new opportunities, providing consultative and comprehensive insurance support and effectively helped advisors grow their businesses in the Southeastern US, including Virginia, North Carolina, South Carolina, Georgia, Florida and Puerto Rico. My approach was to focus on customization to make sure the design fit both the client's need and budget, which could include term, whole life, universal life and variable products for fully-underwritten, simplified and guaranteed issued life insurance plans. In addition, I found solutions using disability income and long-term care products. I focused on building relationships with advisors to help maximize the impact that they can have on their practice. Show less
Apr 2014 - Nov 2016
Regional Sales Director
Worked with Brokerage Agencies to cultivate sales solutions using Transamerica Insurance products, focused on growing per-agent production, as well as increasing the number of producers that they work with.
Feb 2012 - Apr 2014
Account Manager
2009 - Jan 2012
Regional Sales Director
Jul 2007 - Dec 2008
Internal Sales Director
Jan 2006 - Jun 2007
Financial Services Representative
Hinrichs Financial Group
Serving the Mass Affluent market, working with individuals that are professionals, as well as Small Business owners, to help them develop and implement strategies to build and preserve wealth, as well as minimize their risk exposure.
1999 - 2006
~7 yrs
Team & coworkers
Colleagues at NRECA
Other employees you can reach at nreca.coop. View company contacts for 942 employees →
CS
Cody Sanburn
Colleague at NrecaLincoln, Nebraska, United States
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SP
Sunitha Pedda
Colleague at NrecaOmaha, Nebraska, United States
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EC
Ellie Cetto
Colleague at NrecaArlington, Virginia, United States
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SS
Susanna Schnably
Colleague at NrecaArlington, Virginia, United States
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GO
Godwin Okoro, Fpqp ™
Colleague at NrecaWashington Dc-Baltimore Area, United States
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SM
Stephanie Montgomery
Colleague at NrecaArlington, Virginia, United States
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TR
Tony R Rodriguez
Colleague at NrecaLincoln, Nebraska, United States
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SD
Suvendu Dey
Colleague at NrecaBada Barabil, Odisha, India
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RH
Rebecca Hill
Colleague at NrecaWashington, District Of Columbia, United States
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KA
Khalid A.
Colleague at NrecaUnited States
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Cody Sanburn
Colleague at NrecaLincoln, Nebraska, United States
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SP
Sunitha Pedda
Colleague at NrecaOmaha, Nebraska, United States
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EC
Ellie Cetto
Colleague at NrecaArlington, Virginia, United States
View →
SS
Susanna Schnably
Colleague at NrecaArlington, Virginia, United States
View →
GO
Godwin Okoro, Fpqp ™
Colleague at NrecaWashington Dc-Baltimore Area, United States
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SM
Stephanie Montgomery
Colleague at NrecaArlington, Virginia, United States
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TR
Tony R Rodriguez
Colleague at NrecaLincoln, Nebraska, United States
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SD
Suvendu Dey
Colleague at NrecaBada Barabil, Odisha, India
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RH
Rebecca Hill
Colleague at NrecaWashington, District Of Columbia, United States
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KA
Khalid A.
Colleague at NrecaUnited States
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2 education records
Bobby Pesakoff, Cfp®, Chfc® education
Certificate For Financial Planning
Bachelor Of Arts (Ba), Physics
FAQ
Frequently asked questions about Bobby Pesakoff, Cfp®, Chfc®
Quick answers generated from the profile data available on this page.
What company does Bobby Pesakoff, Cfp®, Chfc® work for?
Bobby Pesakoff, Cfp®, Chfc® works for NRECA.
What is Bobby Pesakoff, Cfp®, Chfc®'s role at NRECA?
Bobby Pesakoff, Cfp®, Chfc® is listed as Field Representative at NRECA at NRECA.
What is Bobby Pesakoff, Cfp®, Chfc®'s email address?
AeroLeads has found 1 work email signal at @nreca.coop for Bobby Pesakoff, Cfp®, Chfc® at NRECA.
What is Bobby Pesakoff, Cfp®, Chfc®'s phone number?
AeroLeads has found 4 phone signal(s) with area code 704, 260, 800, 213 for Bobby Pesakoff, Cfp®, Chfc® at NRECA.
Where is Bobby Pesakoff, Cfp®, Chfc® based?
Bobby Pesakoff, Cfp®, Chfc® is based in Charlotte Metro, United States while working with NRECA.
What companies has Bobby Pesakoff, Cfp®, Chfc® worked for?
Bobby Pesakoff, Cfp®, Chfc® has worked for Nreca, Hf Financial, Ash Brokerage, Transamerica Life Insurance Company, and Transamerica Life Ins. Co..
Who are Bobby Pesakoff, Cfp®, Chfc®'s colleagues at NRECA?
Bobby Pesakoff, Cfp®, Chfc®'s colleagues at NRECA include Cody Sanburn, Sunitha Pedda, Ellie Cetto, Susanna Schnably, and Godwin Okoro, Fpqp ™.
How can I contact Bobby Pesakoff, Cfp®, Chfc®?
You can use AeroLeads to view verified contact signals for Bobby Pesakoff, Cfp®, Chfc® at NRECA, including work email, phone, and LinkedIn data when available.
What schools did Bobby Pesakoff, Cfp®, Chfc® attend?
Bobby Pesakoff, Cfp®, Chfc® holds Certificate For Financial Planning from The American College.
What skills is Bobby Pesakoff, Cfp®, Chfc® known for?
Bobby Pesakoff, Cfp®, Chfc® is listed with skills including Financial Services, Wealth Management, Retirement Planning, Life Insurance, Disability Insurance, Defined Benefit, Long Term Care, and Underwriting.
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