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Bob Birgen

Wealth Manager - Partner at Merit Financial Advisors

Intro Book

Seasoned financial professional with 16+ years of experience in estate planning, financial planning, tax, and wealth management.

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Location

Diamond Bar, California, United State...

Skills

Estate Planning
Financial Planning
Tax
Estate Tax Planning
Trusts
Investments
Wealth
High Net Worth Individuals
Asset Management
Small Business
Insurance
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Bob Birgen has 16+ years of experience in financial planning, estate planning, and wealth management, which are in high demand. He also holds certifications from reputable organizations, such as the CFP Board and California Board of Accountancy. His experience and credentials suggest he can charge a premium rate. Let’s look at some benchmarks. Financial planners with similar experience can charge $200-$300 per hour. However, considering his certifications and extensive experience, I would estimate his rate to be around $250-$350 per hour. Given his expertise and the value he brings to clients, I would round up to $250 per hour.

Bio

Generated by

Topline AI

Bob Birgen is a seasoned financial professional with 16+ years of experience in estate planning, financial planning, tax, and wealth management. He has worked with various companies, including Merit Financial Advisors, FFR Advisory, LLC, CIGNA Financial Advisors, and Ernst & Whinney, providing sophisticated estate planning tools, investment management, and insurance strategies to high net worth individuals and small businesses. He holds certifications from the CFP Board, Investment Management Consultants Association, California Board of Accountancy, and American Institute of Certified Public Accountants.

Credentials

Certified Financial Planner

CFP Board
Certified Investment Management Analyst

Investment Management Consultants Association
Certified Public Accountant (inactive)

California Board of Accountancy
Personal Financial Specialist

American Institute of Certified Public Accountants

Experience

Merit Financial Advisors
- Diamond Bar
- Wealth Manager - Partner
  - Jan 2024 - Present
  - Diamond Bar
  • Designing sophisticated estate planning tools to help preserve assets during transfers between generations.• Investing to manage risk, return, taxes and cash flow• Implementing insurance strategies for risk management and financial leverage.• Building corporate benefits plans for business owne...
FFR Advisory, LLC
- Seal Beach and Diamond Bar
- Principal
  - 1991 - 2007
  - Seal Beach and Diamond Bar
CIGNA Financial Advisors
- Financial Consultant
  - 1987 - 1991
Ernst & Whinney
- Los Angeles and Riverside
- Tax Manager
  - 1980 - 1987
  - Los Angeles and Riverside

Education

1976 - 1980

California State Polytechnic University-Pomona

1976 - 1980
1971 - 1976

Don Bosco Technical Institute, Rosemead, CA

1971 - 1976
Strategic Coach

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Bob Birgen

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate