Professional Focus and Services

Bob Dreizler enjoys working with individuals and couples who wish to align their environmental and social values with their investments. He starts by asking about the dreams they wish to achieve. With these objectives and their time horizon identified, he works with them to manage their financial situation. A key portion of this process involves trying to coordinate their investment options in a manner that is consistent with their risk tolerance, tax status, liquidity/income need and their emotional comfort level.

Initial half-hour consultations are free to allow potential investment clients to ask questions and determine if they are comfortable with this advisor/client relationship. Clients can choose from several options:

• $125 per hour for consultations when money is not being managed;
• Commission-based relationship, generally for accounts of $50,000 and less; and
• Fee-based relationship, generally 1.0–1.8% per year based on the amount of money under management and the level of service needed.

Professional Affiliations

Bob is a Registered Representative for securities and Investment Advisory Representative, Protected Investors of America. Through a contract arrangement with Protected Investors of America, Bob’s fee-based clients are sub-advised by First Affirmative Financial Network, LLC, an independent investment advisory firm which supports a nationwide network of investment professionals who specialize in transformative investing for socially conscious investors. These accounts are custodied at either Schwab Institutional or FOLIOfn. He is a member of the Social Investment Forum, the national organization of investment professionals dedicated to promoting the concept and practice of socially and environmentally responsible investing.

Education and Experience

Bob has spent more than two decades advising clients about their tax, investment and insurance needs. He received a Master’s Degree in Government from CSU, Sacramento in 1980. He received his ChFC (Chartered Financial Consultant) in 1985 from The American College.

Bob has also earned the Accredited Investment Fiduciary® professional designation, awarded by the Center for Fiduciary Studies which is associated with the University of Pittsburgh.

Bob also is a freelance writer who has had more than one hundred financial columns and personal essays published. He is the author of Tending Your Money Garden, a humorous yet practical money management primer, which is in its second printing. TYMG won the 1999 Best Book award from the Sacramento Publishers Association. Bob speaks at financial events and has been a guest on numerous radio and television programs.

He also holds the following licenses/credentials: FINRA Series 6 (Investment Company/Variable Annuity), Series 7 (General Securities), Series 22 (Direct Participation Programs), Series 63 (Uniform Securities Agent State), Series 65 (Uniform Investment Advisor), and California Life Insurance and Variable Annuity License #0557650.

Community Involvement

Bob Dreizler currently serves on the Board of Directors of Protected Investors of America, his broker-dealer. He is past president of the Sacramento Publishers Association and the Sacramento chapter of the International Association for Financial Planning. He enjoys being involved in various educational situations, inside and outside traditional classrooms.

Personal Notes

Bob is an artist and a photographer who display his works in Sacramento and on his website (www.bobdreizler.com). His newsletter is available at his website and by free subscription.

Disclaimer
Registered Representative for securities and Investment Advisory Representative with Protected Investors of America, Member FINRA, SIPC

Bob Dreizler subscribes to a package of professional services offered by First Affirmative Financial Network, LLC. He is not an investment advisory representative of First Affirmative.

First Affirmative is not an affiliate or subsidiary of Protected Investors of America, FINRA, SIPC.Back to Top

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