Bobby Blanco CWS®
For Bobby, helping people attain their financial goals is rewarding work. As Partner & Director of Insurance and Estate Planning as well as a financial advisor for Strategic Wealth Advisors, Bobby takes a comprehensive approach to comprehensive wealth management. He sees his role as coaching people to make well-informed decisions about their life’s dreams. His vision is to help individuals avoid major financial setbacks & simplify their financial lives.
With over nearly 21 years of experience in the financial planning profession, Bobby is an experienced adviser in the areas of financial, insurance and estate planning. He provides comprehensive planning that examines retirement, insurance and investment planning, how to minimize the impact of taxes during retirement, current and future cash flow as well as wills and trusts. Bobby is a staunch advocate of the Trusted Advisor model. Bobby obtained his CWS® (Certified Wealth Strategist®) designation from Canon Financial Institute in 2015.
Bobby served as board president of Big Brothers Big Sisters, the Chair for the March of Dimes in El Paso and the College of Business Alumni Chapter for UTEP. He served as a board member at large for the El Paso Collaborative for Community and Economic Development board as well as being a qualifying member of the Million Dollar Round Table. Bobby was born and raised in the El Paso area and is a graduate of Coronado High School and the University of Texas at El Paso. Bobby is an accomplished musician and has released three musical albums to his credit and donates all proceeds to his favorite charities. Bobby and his wife Cassandra have been married for nearly eighteen years and have two children, Evan and Ava.
Bobby has securities and insurance licenses in: Arizona, California, Colorado, Indiana, New Mexico and Texas.
Email Bobby at email@example.com.