Bob Krieger is co-founder and CEO of Perennial Pension and Wealth, Inc. After serving for 3 years as a retirement services specialist for Franklin/Templeton mutual funds, he moved to Merrill Lynch in 1996 to begin his practice as a full-service financial advisor, where he worked for 13 years.
While innovative portfolio design and investment returns are important, Bob focuses on wealth issues at a deeper level for his clients. His purpose is to explore and analyze the complicated intricacies of each individual’s and business’ financial situation in order to design and deliver simple strategies. These strategies effectively help reduce taxes, increase portfolio efficiency, and augment the preservation of wealth for his clients. Bob’s team of industry specialists has proven to be especially powerful in helping his business owner clients construct and execute their exit strategies.
Bob is credentialed as an Accredited Investment Fiduciary (AIF). As such, this designation allows him allows him to be influential in the management of Trusts, Endowments, Pension Plans, etc., by providing guidance as to best practices that must be followed by those involved in these investment decision processes. By designing and implementing prudent processes and procedures, as an Accredited Investment Fiduciary, Bob can help Trustees understand and can better handle the responsibilities and liabilities inherent in this role.
Originally from Walnut Creek, California, Bob graduated with a Bachelor of Science degree in Physiology from the University of California at Davis. After exploring the medical field, his interest and passion in finance and business led him to the investment field. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Plan Counselor.
Perennial Pension and Wealth, Inc., is separate from EPIC Retirement Services Consulting and Global Retirement Partners.