Bob Ellis

Founder

"He leads me beside still waters."

- Psalms 23:2

Meet Bob Ellis—an attentive listener committed to ensuring your thoughts, ideas, and desires are not lost in the chaos of life's whirlwind. Amidst the hustle, Bob takes the time to genuinely hear you, understand your heart, and assist you in defining your goals and direction. Serving as your advocate, he champions your priorities and the things that matter most to you.

With over 23 years of dedicated professional service to seniors, Bob has been a board member and officer of a top-rated Continuing Care Retirement Community in Orange County, California. This firsthand experience has provided him with a profound understanding of the challenges individuals face in later life and the myriad personal choices and unique plans that offer real solutions and peace of mind for you and your family.

Bob's expertise is underscored by his professional designation as a Chartered Financial Consultant (ChFC), a testament to the depth of his knowledge and commitment. Benefit from nearly three decades of his financial planning experience, where his skill and understanding uniquely qualify him to communicate and coordinate effectively with investment, insurance, tax, legal, business, and other advisors on your behalf.

In the hands of Bob Ellis, your personal life and financial journey gains a trusted companion who not only listens but also guides, advocates, and utilizes years of expertise to navigate the intricacies of your unique situation.