About My Practice
Bob is an independent financial planner and has specialized in retirement and estate planning since 1986. Working closely with you, he devotes considerable time to first understand your unique financial concerns, goals and tolerance for risk. Using this information and after significant analysis, Bob then develops a comprehensive financial plan unbiased by proprietary product offerings to help meet your individual needs.
He is considered a specialist in Federal government employee benefits and has delivered retirement planning workshops for a variety of agencies including the U.S. Secret Service, U.S. District Court, Department of the Navy Civilian Human Resources, U.S. Department of Health and Human Services, and Department of Homeland Security – Immigration and Naturalization and Immigration and Customs Enforcement, just to name a few. On a local level, Bob teaches a pre-retirement course for Federal employees through the Loudoun County Public Schools Adult Education program and the Arlington Community Learning program. On an individual level, he has advised pre-retirees and retirees from the Federal government, local government and private sector who share the common goal of preserving their principal and helping to ensure that their money lasts throughout their retirement years.
Bob is a 1976 graduate of the University of Connecticut and Auburn University where he earned his Master of Science degree in 1981.
We offer all current and retired Federal employees a complimentary one hour consultation. Please give us a call at 703-779-7410 or go online to our website at bdafinancial.com to request this consultation.
Be sure to check Bob out on http://brokercheck.finra.org/ for more detail on his qualifications, employment history, and track record. Do your due diligence – use this link to check out any financial advisor with whom you may be considering doing business!
Offering Advice Since
Areas of Specialty
Comprehensive financial planning
Investment planning and asset management
Long-term and elder care
Licenses, Certifications, Education, and Affiliations
Designations: ChFC, CLU
Insurance Licenses: Life & Health
Security Licenses: 7, 24, 63, 65
Other Licenses, Certifications, Designations: I.A.R.
Education: Master of Science
Charges to Clients for Services
Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail feed on mutual funds or insurance policies
Commissions and/or loads for investment products purchased
My Association with the Office or Firm
My Broker / Dealer Affiliation
Securities and advisory services offered through Independent Financial Group, LLC (IFG), a registered broker dealer and a registered investment adviser. Member FINRA/SIPC. BDA Financial, LLC and IFG are unaffiliated entities.
For a list of states in which we are registered to do business, please visit www.BDAfinancial.com. Additional states may be available upon request.