Bob Dreizler, Chartered Financial Consultant
916-444-2233

Chartered Financial Consultant

Professional Services & Focus

I enjoy working with individuals and couples who wish to align their investments with their environmental and social values. We begin by discussing the dreams you wish to achieve. With a timeline and these objectives as our guide, we work together to manage your financial situation. Special care is taken to coordinate your investment preferences with your risk tolerance, tax status, liquidity/income need, emotional comfort level, and your values.

Professional Affiliations

• My broker-dealer firm is Protected Investors of America (PIA), which uses National Financial Services, LLC, a Fidelity Investments Company, as their clearing firm.
• I am a Registered Investment Advisor Representative with Protected Investors of America.
• Through a contract arrangement with PIA, my fee-based clients are sub-advised by First Affirmative Financial Network, LLC (FAFN), 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.
• I am also a member of the Social Investment Forum, a national organization of investment and related professionals dedicated to promoting the concept and practice of socially and environmentally responsible investing.

Experience, Education, and Professional Designations

• I have spent more than a quarter century advising clients about their tax, investment and insurance needs.
• Bachelor's Degree in Political Science (CSU, Northridge 1971)
• Standard Secondary Teaching Credential with minor in Economics (CSU, Northridge 1972)
• Master's Degree in Government (CSU, Sacramento 1980).
• ChFC (Chartered Financial Consultant)
• CLU (Chartered Life Underwriter)
• QFP (Qualified Financial Planner)
• AIF® (Accredited Investment Fiduciary).

Financial Industry Regulatory Authority (FINRA) licenses/credentials: Series 6 (Investment Company/Variable Annuity), Series 7 (General Securities), Series 22 (Direct Participation Programs), Series 24 (General Principal), Series 63, (Uniform Securities Agent State), Series 65 (Uniform Investment Advisor)

California Life Insurance and Variable Annuity License #0557650.

Writing

I'm a freelance writer. More than one hundred of my financial columns and personal essays have been published. In 1998 I wrote and published Tending Your Money Garden (TYMG), a humorous yet practical money management primer which is in its second printing. TYMG won the 1999 Best Book award from the Sacramento Publishers and Authors. I occasionally speak at financial and environmental events and have been a guest on numerous radio and television programs.

Community Involvement

I am past president of the Sacramento Publishers and Authors and the Sacramento Chapter of the International Association for Financial Planning. I enjoy involvement in various educational situations, inside and outside traditional classrooms.

Registered Representative for securities and Investment Advisory Representative, Protected Investors of America.

This website and Bob's Quarterly Update newsletter are for educational purposes only and are not intended to contain recommendations or solicit sales on any specific investment. Opinions expressed in my newsletters and this website do not necessarily reflect the views of any other organization mentioned.

Registered for Securities in CA, AZ, CO, FL, MD, ME, NV, NY, OR, TX and WA. If you are not from one of these states, we will not attempt to transact securities, or provide personalized investment advice unless and until we are licensed in your state or international jurisdiction.