Bobbie Munroe (CFP®)

Bobbie Munroe focuses in the
following client markets or areas of practice:

  • Divorce Planning
  • Investment Advice with Ongoing Management
  • Tax Planning

Planning Specialties

I enjoy working with clients of any age, at any stage of life. I purposefully focus part of my practice on helping young adults, ages 25-40. A good financial start increases th possibility of financial freedom. But even if you are older, know that it's never too late to begin or make needed course changes. 
Both my clients and my peers say that I have a way of thinking "outside of the box" to see issues and solutions that might not be apparent to most.  I provide advice that is personally tailored to my individual clients.  We are all different and what works for one person may not work well for another.  I'm also know for saying what is on my mind, speaking frankly but with empathy.
I help clients with:
Comprehensive Financial Planning
Planning for specific topics/limited engagements
Identifying and Prioritzing Goals
Merging Your Money With Your Life
Investment Advice and Management
Tax Planning
Estate Planning
Insurance Review
Cash Management (a politically correct term for budgeting)
Financial Education
Stock Options and Other Company Equity Plans
Retirement Plans for Small Businesses
Non-traditional Couples
Divorce Planning (hopefully BEFORE it is finalized)

Additional Information

We don't have any minimums for client assets or income. Not everyone's life can be summarized using only that information.  We want to work with people who are willing to take a good look at where they are and where they want to go. Please visit the following site for additional information:

NAPFA Start Date

June 07, 2007


This Office

466 Champion Oaks Cir Havana, FL 32333-4804 Phone: (404) 351-6976 Fax: (404) 355-0157