Bob earned a Bachelor’s degree in Communications from the University of California at San Diego in 1979. After graduating from UCSD, Bob worked as a Financial Analyst with General Dynamics. He then went on to work with the San Diego County Credit Union Member Services as an Investment Advisor. He served as President and Founder of his own Registered Investment Advisory firm from 1995 until it was acquired in 2004. He has assisted attorneys and accountants in qualified retirement investments and estate planning strategies
ROBERT FRAZIER
Consultant