- Certified financial planner
- Founder of financial planning and investment management service Disciplined Money
- Bachelor's degree in economics
Bob has a long history in financial services. He's started his career as an assistant client manager and trader, then took a role as a portfolio manager at Miller Russell & Associates. From there, Bob served as a financial planner at Perspective Financial Services before transitioning to a role as a fee-only financial planner at Murphy Capital Advisors and Sensible Money. His current project, Disciplined Money, is a financial services company focused on providing financial advice and direction for couples working through proposed divorce settlements.
Bachelor's in economics, University of Buffalo