Bachelor’s Degree in Finance, summa cum laude, Southern New Hampshire University
Bobby is a CERTIFIED FINANCIAL PLANNER™ at Avidian Wealth Solutions. Bobby helps to serve Avidian clients by offering comprehensive financial planning through a systematic approach that includes retirement preparedness assessment and income planning, financial modeling, cash flow analysis, risk assessment/management, and more. He has his series 7, series 66, and insurance license.
Bobby comes to Avidian from US Capital Advisors, where he was a financial advisor working on two different teams helping clients reach their financial goals. Bobby played professional soccer in Major League Soccer for 13 years. He was also an active member of the MLS Players Association, helping work with players and staff in planning to improve the lives of the player pool. He is still affiliated with the MLSPA as the host of their podcast, Play By Players.
Bobby studied business management and psychology at Florida International University in Miami. He left school early to accept a professional contract with Major League Soccer. Through the MLS and MLSPA’s continuing education program, Bobby completed his Bachelor of Science degree in finance, graduating Summa Cum Laude from Southern New Hampshire University. Bobby is married (Keri) with three children (Kingston, Nash, and Violet). His family spends most of their time playing youth sports, fishing, boating, and traveling.
Education & Designations
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