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Robert (Bob) Korljan profile image

Robert (Bob) Korljan

President / Financial Planner and Advisor / CPA at Eaton-Cambridge Inc.
Intro Book
Seasoned financial planner with 32+ years of experience in wealth management and strategic financial planning.
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Location
Phoenix, Arizona, United States, US
Skills
  • Retirement Planning
  • Wealth
  • Iras
  • Personal Finance
  • Wealth Management
  • Show all
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Bio

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Robert (Bob) Korljan is a seasoned financial professional with over 32 years of experience in wealth management, retirement planning, and strategic financial planning. He has a strong background in accounting, having earned his BS from Arizona State University, and an M.Div. from Covenant Theological Seminary. Korljan is a certified Personal Financial Specialist (PFS) and has worked with various organizations, including Eaton-Cambridge Inc., Strategic Stewardship Partners, and Robert Korljan LTD/CPA.

Credentials

  • Personal Financial Specialist (PFS™) Credential
    Association of International Certified Professional Accountants

Experience

  • Eaton-Cambridge Inc.
    • Scottsdale, AZ
    • President / Financial Planner and Advisor / CPA
      • 1998 - Present
      • Scottsdale, AZ

      The Eaton-Cambridge, Inc. team is dedicated to providing the best in wealth management services. We form relationships built on trust, understanding, prudent financial advice and analysis. For more than 30 years, we have been providing our clients with objective perspective, personalized planning, and sophisticated investment strategies in the areas of investment consulting, retirement planning, tax planning, and charitable gift planning.We invite you to learn about our patient, insightful, and committed qualities that are at the core of everything we do to help you achieve financial success for generations to come.

  • Strategic Stewardship Partners
    • Philanthropic Advisor
      • 2012 - Present

      Strategic Stewardship Partners serves non-profit organizations and their generous supporters by teaching them to give smarter. By helping families give out of their non-cash assets like real estate, business interest or stock and bonds we're often times able to redirect tax dollars away from the IRS and directly to the charitable causes our families support.

  • Roosevelt Community Church
    • Phoenix, Arizona Area
    • Teaching Pastor
      • 2003 - Present
      • Phoenix, Arizona Area

  • Robert Korljan LTD/CPA
    • 5090 N 40th St., Phoenix, AZ 85018
    • President
      • 1992 - Present
      • 5090 N 40th St., Phoenix, AZ 85018

  • Berea Presbyterian Church
    • Providence, Rhode Island Area
    • Pastor
      • 1987 - 1992
      • Providence, Rhode Island Area

  • BKD LLP
    • Phoenix, AZ
    • Partner, CPA
      • 1986 - 1987
      • Phoenix, AZ

  • Korljan and Frogge
    • St. Louis, MO
    • Partner
      • 1977 - 1986
      • St. Louis, MO

Education

  • Covenant Theological Seminary
    M.Div., Theology/Theological Studies
  • Arizona State University
    BS, Accounting

Suggested Services

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Industry Focus. “Financial Services”

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