Bob Griffin

Financial Security Advisor

Understanding a clients values, and aligning their finances with them, is how I conduct good business with good people.
— Bob Griffin

Bob has spent his entire career working in finance, and is dedicated to helping clients achieve their financial goals.

Bob takes a personal and holistic approach to financial security planning, carefully considering the unique needs of each client while building custom portfolios for their individuals needs.

Bob enjoys working closely with entrepreneurs, helping them refine their business models. Bob is a life long student in equity market analysis.