Bob Bachman has a passion for helping people improve their quality of life by helping them make wise decisions with their money.
Bob has over three decades experience designing strategies for his clients to create and keep their wealth. His background includes banking, insurance, securities, and financial planning. He founded one of Colorado's first registered investment advisory firms in 1984. In addition to his financial and investment advice for individuals, he has provided educational conferences for employees of corporations and organizations such as CenturyLink Communications, AT&T, Time Warner, and Cadence International Ministry and Camp ID-RA-HA-JE.
He became securities licensed in 1979 and is registered to offer securities and investment advisory services through Geneos Wealth Management, Inc., member FINRA/SIPC and holds five Securities licenses, as well as Life, Health, Long Term Care insurance and Fixed and Variable Annuities. He is a member of the Financial Planning Association and the Financial Services Institute.
Bob and his wife, Marsha, have lived in Colorado since 1971 and have two adult children and two grandchildren. He enjoys camping, fishing, shooting sports.
Securities Designations: Registered Representative, FINRA Licensed Series 7, 24, 51, 63, 65
Emphasis: Investment and retirement planning
Education: Oklahoma Baptist University, Wichita State University, ABA America Institute of Banking
Years of Experience: 35+