| Bob has over 28 years of experience in the Banking and Investment industry. He began his banking career in Western Colorado and has managed both small and large Bank offices. He also has created and managed alternative investment firms for large regional Banks both in Colorado and elsewhere.
Bob’s registrations include Series 7, Series 66, and Series 24. On an ongoing basis he attends workshops and seminars focusing on a wide range of topics related to financial matters, investments, insurance, estate and retirement planning.
Bob specializes in helping individuals and businesses with their financial planning requirements. He has been in the public sector, owned his own business and has worked for both small and large financial firms. This gives him special expertise and insight into a wide variety of financial needs.
He is a native of Grand Junction who has lived most of his life in Western Colorado. Bob is married and has two children.
Through Investment Centers of America (ICA) Bob can offer a wide variety of name brand financial solutions to meet business and individual financial needs. Bob is not limited to any one firm’s products, but brings to the table numerous products from leading financial firms including Putnam, Fidelity, American, Jackson National, Franklin Templeton, AIM, John Hancock, Kemper and many others.
Today as never before investors need someone they can trust and count on. Bob can sort through the “noise” and provide solutions that are specifically tailored to a client’s individual investment needs.
Areas of Specialization:
Comprehensive Financial Planning
Retirement Planning College Planning
Traditional and Roth IRAs
401K Plans
Retirement Rollovers
Variable and Fixed Annuities
Mutual Funds
Stocks/Bonds
Private Money Management
Long-Term Care Ins.
Life/Disability Ins.
Bob Callaway - Dedicated to your Financial Success
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