Robert F. Devine, CFP®, has been in the financial services industry since 1984.
Bob works with individuals and small businesses helping them chart a strategy for their future. He believes that by helping people create this financial path he can truly make a difference in peoples lives. Bob works closely with his clients helping them determine their goals and recommend products to help. He works with clients in many aspects of financial strategies including insurance, college funding products, retirement planning, and investment products. Bob specializes in creating financial strategies and believes balance is the key to any approach.
Bob has also earned a designation as a Special Care Planner. He works with family’s who have special needs children helping them prepare for the future.
Bob is a 1984 graduate of Pfeiffer University with a BS degree in Economics. He earned is Certified Financial PlannerTM designation in 2005. Bob resides in Jacksonville, FL with his wife Lynda and their four children. He is the Past President of the Men’s Club at St. Joseph’s Catholic Church, he is on the board of Conquest, (a boy’s youth group), and coaches various sports with his children. Bob enjoys golf, reading, and playing with his kids
Area(s) of Focus
- Insurance Strategies
- Investment Strategies