Bob Bonfiglio

About Bob Bonfiglio

Almost 33 years ago, I switched careers from Engineering to Financial Planning, after attaining my MBA. My desire was to build my own business and at the same time help people reach their goals. I partnered with Brent Kiley as co-founder of Rise in 2010 and haven’t looked back since! I love working with clients who are nearing retirement age and are looking to make informed decisions about how to make the transition. Many of my clients are executives and business owners, approaching retirement, with important decisions to make. Working with me, they can expect to feel more confident that they’re making wise choices, greater peace of mind, and more freedom from fear and overwhelm. What gets me out of bed every morning is a personal mission to help people grow and prosper. I look for opportunities to fulfill this mission daily. Committed to YOUR Success for Over 33 Years! I come with 33+ years of experience and have been a financial advisor since 1989 I work closely with employees at large corporations and organizations (such as BAE Systems) to help navigate retirement planning I love helping business owners plan their succession I have a strong background in tax planning (or as we call it tax control) I’ve been recognized by Barron’s (20••••22), and Forbes’ (20••••22) as a Top Advisor in the industry CA Insurance #:0I14069

Experience

1. Private Wealth Advisor

   Ameriprise Financial Services, LLC

   Nov 1989 — Present

   What Makes Rise Different: Every client receives the personalization and attention of a 1:1 relationship with their advisor as well as the collective knowledge of our large team of specialists who can work with even the most challenging and complex situations to help simplify the path to success. Our team is passionate about what we do and helping our clients is our primary focus Our mission, vision, and values were decided upon over many brainstorming sessions, together, making it a shared team experience much like everything Rise does. A walk through the office space reinforces the Rise team values - integrity, health, family, client focus, growth, and philanthropy.

Education

• The University of Dallas

  MBA, Business Administration

  1985 — 1988

• Milwaukee School of Engineering

  BS, Electrical Engineering Technology

  1980 — 1984