Financial Planner
CurrentBob has a Masters of Science in Financial Serviceswith over 40 years in the financial services industry. He is a Chartered Financial Consultant, a Chartered Life Underwriter, a Registered Representative, as well as a Investment Advisor Representative through MML Investors Services LLC, and a Life Underwriter Training Council Fellow. He holds the certification in Long Term Care Insurance.I am Senior Partner with uFinancial (formerly Wienken and Associates), based out of Camp Hill, Pennsylvania. His practice primarily focuses on financial planning, with an emphasis on Retirement Planning.Along with a team of professionals, I provide guidence to my clients to help them reach their financial goals.Preparing for the next step in life isn't always easy. My combination of experence, professionalism and access to a wide variety of products and services can help you meet your financial goals include preparing for milestone life events like retirement or college.I offer total financial needs analysis through a network of experenced professionals with expertise in: Advisory services Retirement analysis and programs Estate strategies Employee benefit and retention services Business continuation strategies Trust services
