Topline | Bob Franzen

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Bob Franzen

Owner at Preemptive Planning

Intro Book

Seasoned financial expert delivering strategic financial planning and wealth management services.

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Location

Chesterfield, Missouri, United States...

Skills

Financial Planning
Wealth Management
Financial Planners
Strategic Financial Planning
Retirement Planning
Portfolio Management
Asset Management
Asset Allocation
Financial Advisory
Investment Advisory
Mutual Funds
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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 Franzen has 25 years of experience in financial planning and wealth management, which is a significant amount of time. He has held leadership positions at reputable companies like Preemptive Planning, Citimortgage, and PricewaterhouseCoopers. His education from Saint Joseph's University adds to his credibility. Location is Chesterfield, Missouri, which is not a major financial hub, but still a significant market. Financial planners and wealth managers with his level of experience typically charge higher rates, especially in the $200-$500 per hour range. Considering his extensive experience and education, I estimate his hourly rate to be around $250.

Bio

Generated by

Topline AI

Bob Franzen is a seasoned financial expert with 25 years of experience in financial planning, wealth management, and strategic financial planning. He has held leadership positions at Preemptive Planning, Citimortgage, and PricewaterhouseCoopers, and has a strong educational background from Saint Joseph's University.

Experience

Preemptive Planning
- Owner
Preemptive Planning
- Owner
  - Jan 1999 - Present
Citimortgage
- CFO
  - Jan 1987 - Jan 1999
PricewaterhouseCoopers
- Partner
  - Mar 1969 - Dec 1986

Education

1965 - 1969

Saint Joseph's University

1965 - 1969

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 Franzen

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate