Bob Burger (CFP®)

Bob Burger focuses in the
following client markets or areas of practice:

  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Middle Income Client Needs
  • Retirement Plan Investment Advice

Planning Specialties

Most of our clients either do not meet the minimum asset requirement for most fee-only financial advisors or they meet the minimum asset requirement but prefer an hourly fee structure.
 

Additional Information

We help you make informed decisions through a planning process that focuses on your financial intention. All services (including ongoing management fees) are based on an hourly rate rather than an Asset Under Management (AUM) fee. This allows us to work with you no matter your account balance (no minimum) or whether you want to retain management of your investments.
 

NAPFA Start Date

March 12, 2015

This Office

7220 N 16th St Ste D Phoenix, AZ 85020-5253 Phone: (602) 734-5123