Bob Bonfiglio

Background

About Bob Bonfiglio

Almost 33 years ago, I switched careers from Engineering to Financial Planning, after attaining my MBA. My desire was to build my own business and at the same time help people reach their goals. I partnered with Brent Kiley as co-founder of Rise in 2010 and haven’t looked back since! I love working with clients who are nearing retirement age and are looking to make informed decisions about how to make the transition. Many of my clients are executives and business owners, approaching retirement, with important decisions to make. Working with me, they can expect to feel more confident that they’re making wise choices, greater peace of mind, and more freedom from fear and overwhelm. What gets me out of bed every morning is a personal mission to help people grow and prosper. I look for opportunities to fulfill this mission daily. Committed to YOUR Success for Over 33 Years! I come with 33+ years of experience and have been a financial advisor since 1989 I work closely with employees at large corporations and organizations (such as BAE Systems) to help navigate retirement planning I love helping business owners plan their succession I have a strong background in tax planning (or as we call it tax control) I’ve been recognized by Barron’s (2014-2022), and Forbes’ (2018-2022) as a Top Advisor in the industry CA Insurance #:0I14069