Bob Gavlak
Family Man & Partner
- Role
- Founder & Advisor at Balance Wealth
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
About Bob Gavlak
Bringing joy and peace of mind to clients who value, appreciate, and desire my advice.Receiving the same joy and peace of mind by working with clients who inspire, motivate, and move me.Trying to provide insight to all through clear content to cut through the noise in the financial services industry.
Experience
Founder & Advisor
Mar 2024 — Present · Columbus, OH, US
Founder and CEO of Balance Wealth
Education
Case Western Reserve University
Bachelor of Science (BS), Management, Finance
2004 — 2008
Skills
- Finance
- Microsoft Office
- Sales
- Retirement
- Strategic Financial Planning
- Financial Analysis
- Estate Planning
- 401k
- Forecasting
- Analysis
- Entrepreneurship
- Wealth
- Investments
- Retirement Planning
- Leadership
- Series 63
- Series 7
- Strategy
- Insurance
- Portfolio Management
- Financial Planning
- Strategic Planning
- Asset Allocation
- Mutual Funds
- Investment Advisory
- Customer Service
- Financial Advisory
- Wealth Management
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