Robert Devine, CFP

Managing Director

904.997.2330

robertdevine@financialguide.com

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Bob is a Certified Financial Planner Professional with over fifteen years’ experience in the financial services industry. He focuses on working with clients in the areas of comprehensive financial planning and wealth management as well as with companies in retirement planning and executive compensation planning. He helps companies establish the type of plan that works best for their business.

Additionally, Bob holds the ChSNC designation, which provides unique expertise in working with families of special needs children. In his retirement planning capacity, Bob focuses on the investment strategies and individual participant planning.

He is a graduate of Pfeiffer University.  Bob’s extensive involvement with the local community includes BNI as well as serving as President of the St. Joseph’s Men’s Club and as Treasurer of the San Jose Athletic Association. He is married with fourchildren.