Broker Check
RL (Bob) Farmer, Ph.D

RL (Bob) Farmer, Ph.D

President & Chief Investment Officer

Dr.  Bob Farmer has invested more than 25 years of his life working with business managers and individuals toward identifying, understanding, and managing financial risk.  From running his own companies to managing a bank, his extensive expertise in the world of finance has shown him that risk management is a never-ending, keep-your-hands-on-the-tiller undertaking.  He believes the worst financial mistake you can ever make in your life is running out of money before you run out of time.  What happens to a senior’s life if significant financial difficulties arise?  Few people can return to work at 75 or 80.

Bob believes it is crucial to get things right the first time, and that revolves around the notion that family and business assets—no matter how extensive or modest—are deserving of commitment and forethought with a view toward providing as much protection as possible.  He prides himself on building complex personalized plans with the goal of providing financial dignity and security no matter how long an individual—or couple—may live.

Attention to detail and breadth, Bob’s educational achievements include a Bachelor of Science in Business Management (BSBM) from the University of Phoenix, a Master’s Degree in Business (MBA) from Regis University, and a Ph.D. in Applied Management and Decision Sciences (Finance Emphasis) from Walden University.  Bob is a registered financial advisor and holds his Series 7, Series 65 and Series 63 licenses.  Additionally, he is the author of Managing Your Own Retirement; can you do it, should you do it, and how you do it. (ISBN 13:978-1979715331).  Bob is also an adjunct professor at Southern New Hampshire University teaching classes in financial markets and commercial finance.  

Bob proudly served our country for 7 years in the US Army with numerous overseas deployments.  His goal is to help you plan carefully so that you can indeed enjoy the golden years of your life.