Bob Trojan, CFP^®, CRPC^®,

Bob’s mission is to be a trusted advisor who brings structure and clarity to his client’s financial lives by helping them to define and achieve their most important life’s goals.

His practice is focused on disciplined & effective wealth planning, cost efficient asset management and transitional wealth strategies.

Bob spent over 20 years as an executive with one of the largest software companies in the world and understands firsthand the challenges associated with building a business & creating wealth. Bob utilizes a planning process that that helps him to deliver a sophisticated, customized, wealth management experience.

Before recommendations are made, he looks at each client's tolerance for risk, time horizon, liquidity needs and overall investment goals in the context of what matters most to them, including collaboration with other advisors. Through this important discovery process, he is then able to establish objectives, develop an appropriate strategy and objectively recommend strategies that aim to best address each client's unique & specific needs.

Research & Technology are essential in today's complex environment. Bob leverages the world class infrastructure and open architecture in the Wells Fargo Advisors Financial Network platform to help seamlessly integrate all the pieces of a client's financial life. He conducts reviews with clients to help them assess their progress toward reaching individual goals and keeps strategies consistent with any life changes that may take place.