Guiding individuals and families through life's financial decisions with clarity, strategy, and care
Bob Laughlin is a graduate of U.C. Davis. Employing his passion for communication, Bob enjoyed the first eight years of his professional career as an educator, both in secondary education in the fields of math and science and in computer technology as a software instructor for Digital Equipment Corporation in Silicon Valley. He found additional success in high-tech sales and marketing in the information management market into the later 80’s and 90’s with additional industry leaders including Ungerman-Bass and Documentum, as well as, several smaller startup companies.
In 2000, Bob entered the financial services industry and has enjoyed helping people safely navigate through their most significant financial decisions, including those for asset and wealth management and real estate finance. He currently specializes in retirement and estate planning as Certified Estate Planner and Accredited Investment Fiduciary helping those either approaching or already enjoying the retirement phase of their life.
Throughout his time in financial services Bob has focused on helping people identify their needs and goals, providing both a grounded understanding of their current financial health and knowledge pivotal to the successful enjoyment of both their personal and family estate goals. He is passionate about understanding his client’s goals and effectively communicating and applying the tested principals of financial planning. Applying both knowledge and strategic advantage, Bob is able to provide them with a clear vision of their effective retirement capital and a safe path to effectively maximize their plan for a successful retirement.
Bob and his wife, Barbra, reside in Northern California near their two grown children, Tyler and Emma. He enjoys outdoor sports, including golf and tennis and the natural beauty of the surrounding Sierra Foothills.

Protect your legacy and provide for future generations.

Create predictable income streams for confidence and stability.

Safeguard what you've built with strategies designed to reduce risk.

Minimizes taxes and keeps more of your hard-earned wealth.

Prepare for life's unknown with proactive risk management.

Business Planning, CRT, Wealth Management, and more.
Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.
Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity will be expected and implemented.
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