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Bob Adams,CFP,MBA,MSFP

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Retired, Founder and President - Armstrong Retirement Planning, LLC @ Armstrong Retirement Planning Fee-Only: Armstrong Retirement Planning, LLC
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Education

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Golden Gate University

M.S. Financial Planning - 2003, -
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San José State University

MBA - 1985, -
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California State University, Chico

B.S. in Computer Science, computer science 1974-01-01 - 1979-01-01

Work Experience

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Armstrong Retirement Planning

Current

Armstrong Retirement Planning

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Armstrong Retirement Planning, L.L.C.

Current

Armstrong Retirement Planning, L.L.C.

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Cupertino Rotary Endowment Foundation

Current

Cupertino Rotary Endowment Foundation

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Cupertino Library Foundation

2004-11-01 - 2014-12-01

Cupertino Library Foundation

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Silicon Valley Chapter of the Financial Planning Association

2009-01-01 - 2012-12-01

Silicon Valley Chapter of the Financial Planning Association

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Cupertino Chamber of Commerce

2005-01-01 - 2009-01-01

Cupertino Chamber of Commerce

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Hewlett Packard Enterprise

1979-06-01 - 2002-12-01

Hewlett Packard Enterprise

Skills

Retirement Planning Portfolio Management Investment Management Financial Planning Project Planning Financial Advisory Investments Finance Mergers & Acquisitions Certified Financial Planner Strategic Financial Planning

Summary

I retired December, 2023.

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