Bob Cdfa Email & Phone Number
Founder and CEO | Certified Divorce Financial Analyst® (CDFA®) @ Tidal Pointe Divorce Advisors
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Bob Cdfa Location
- Bluffton, SC, US
Bob Cdfa Work
- 2025 -now Founder and CEO | Certified Divorce Financial Analyst® (CDFA®) @
- 2026 -now CDFA®, Wealth Management Advisor and Retirement Planning Specialist @
- 2025 -2026 CDFA®, Wealth Management Advisor and Senior Retirement Planning Specialist @
- 2017 -2024 Regional Vice President of Sales @
- 2016 -2016 Regional Sales Vice President @
- 2012 -2016 AVP - Marketing and Investment Product Strategy @
- 2010 -2012 Senior Manager of Annuity Product Strategy @
- 2007 -2010 Annuity Wholesaler @
- 2005 -2007 Sales @
- 2001 -2004 Owner and Founder @ San Juan Land Development, LLC
Bob Cdfa Education
- Fort Lewis College
BS (Finance)
1998-2003
Bob Cdfa Skills
- Insurance
- Fixed Annuities
- Financial Services
- Investments
- Management
- Mutual Funds
- Strategy
- CRM
- Sales
- Retirement
- Series 63
- Retirement Planning
- Series 6
- Series 7
- New Business Development
- Strategic Planning
- Financial Advisory
- Marketing Strategy
- Variable Annuities
- 401k
- Account Management
- Project Management
- Entrepreneurship
- Strategic Financial Planning
- Estate Planning
- Public Speaking
- Coaching
- Financial Planning
- Competitive Analysis
- Selling
- Wholesale
- Wholesaling
- Distribution Management
- Annuities
- Consultative Selling
- Customer Relations
- Annuity
- Relationship Managment
- Corporate Product Marketing
- Local Marketing Execution
- Territory Management
- Product Development
- Retirement Income Strategy
- Training Design (Course & Program)
- Digital Marketing
- Digital Strategy
- Marketing
- Social Media Marketing
- Analytics
- Leadership
- Training Design Course
- Retirement Income
- Corporate Product
- 401K Retirement Savings Plans
- Sales Management
- Training Design Course And Program
- Strategic Financial
- Local Marketing
- 401 Retirement Savings Plans
- Training Design
Bob Cdfa Summary
- Bob Cdfa, based in Bluffton, SC, US, is currently a Founder and CEO | Certified Divorce Financial Analyst® (CDFA®) at Tidal Pointe Divorce Advisors. Bob Cdfa brings experience from previous roles at Cane Financial Group, Inc., Savannah Wealth Group, Brighthouse Financial and MetLife. Bob Cdfa holds a 1998 - 2003 BS in Finance @ Fort Lewis College. With a robust skill set that includes Insurance, Fixed Annuities, Financial Services, Investments, Management and more. Bob Cdfa has 1 emails and 1 mobile phone numbers on RocketReach.
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