Prior to joining the firm in 2007, Bob taught business and personal finance at the high school level and appreciates that he is still in a teaching role - by helping to educate clients in the various areas of financial planning. In 2009, he became a designated Certified Financial Planner (CFP). The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning. Bob works closely with clients and his Droms Strauss colleagues through all phases of financial planning and investment management. He reviews and rebalances client portfolios to their target asset allocations and, together with other team m