Bob Drury, CFA®, CFP®

Bob Drury, CFA®, CFP®

Financial Planning Consultant with ALPHASTAR

Bob manages Alphastar’s Financial Planning Desk and is responsible for supporting advisors by creating comprehensive financial plans based on advisor’s specifications and financial planning software. After constructing a plan, Bob works directly with the advisor to discuss the case, make necessary alterations, and as a point of sale resource for the presentation. Bob is a resource for enhancing relationships, building confidence, supplying credibility, and ultimately, better servicing clients.