Bob Birgen

Experience

• 

  Ernst & Whinney

  Jan 1980 - Jan 1987

  Tax Manager
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  CIGNA Financial Advisors

  Jan 1987 - Jan 1991

  Financial Consultant
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  FFR Advisory, LLC

  Jan 1991 - Jan 2007

  Principal
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  Merit Financial Advisors

  Jan 2024 - now

  Wealth Manager - Partner

  • Designing sophisticated estate planning tools to help preserve assets during transfers between generations.• Investing to manage risk, return, taxes and cash flow• Implementing insurance strategies for risk management and financial leverage.• Building corporate benefits plans for business owners and key executives.Merit is a retirement planning firm that seeks to establish, educate, and satisfy the financial goals of individuals in and approaching retirement.We focus on providing reliable and objective financial advice by establishing a genuine and long-lasting relationship with our clients. We administer an array of financial services, which focuses on our clients’ personal growth along with their financial goals.The financial consultants at Merit are Investment Advisor Representatives. Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser.Third party posts found on this profile do not reflect the views of Merit and have not been reviewed as to the accuracy or completeness.For a list of states in which the financial consultants affiliated with Merit are registered to do business, please visit: https://www.meriQinancialadvisors.com Show less