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Who We Are

Robert Bleeck is a Certified Public Accountant, an investment advisor registered with the Department of Business Oversight, and an AICPA Personal Financial Specialist. He attended UCLA and California State University Northridge where he earned a B.S. degree in Business Administration. He is a passionate student of investment theory, economic trends, and financial markets.

Mr. Bleeck began his career as a Certified Public Accountant over 25 years ago. As he worked with clients on accounting and income matters he found that they were often disenchanted with their financial advisors who were mostly commissioned stockbrokers and insurance agents. Many clients felt that they lacked a long-term financial plan and were unsure if the investment advice they were receiving was accurate and timely. Through his role as an accountant, he often discussed and analyzed potential investments for his clients. In response to their needs for comprehensive financial planning, Mr. Bleeck expanded his services to include capital conservation and risk management.

Since 1995 Mr. Bleeck has devoted himself to the areas of investment management and financial planning and is a Personal Financial Specialist with the American Institute of Certified Public Accountants. According to the AICPA, “All financial planners are not created equal. A PFS is more than a financial planner – he or she is a CPA with the powerful combination of extensive tax expertise and comprehensive knowledge of financial planning. This knowledge is critical to obtaining the most valuable, objective advice possible. All areas of personal financial planning—including estate, retirement, investments and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.”

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