Before I decided to start my own investment management and financial planning firm, I explored all the options and opportunities available to me and I soon realized that the only way for me to truly follow my heart and my passion to assist others with their financial matters, was to start my own independent firm. My goals have always been simple and straightforward.
- To build long-term relationships with my clients
- To provide honest and unbiased financial advice
- To deliver solid portfolio performance that correlates directly to the clients risk profile
- To educate my clients to sound financial principles
- To provide personalized service that goes above and beyond the clients expectations
I am a representative of Robert Bishop Financial Planning & Services which is a Registered Investment Adviser (RIA). I am licensed by the State of Florida and overseen by the Office of Financial Regulation (OFR) of Florida . I am also an independent, licensed life insurance, annuity and variable annuity agent in the State of Florida.