Robert “Bob” Korljan

Biography

I am the Founder of Eaton-Cambridge, offering comprehensive wealth building strategies: investment, tax, and estate planning. I am board certified by the American Institute of Certified Public Accountants with the specialty designation Personal Financial Specialist. I am a graduate of Arizona State University and Covenant Theological Seminary.

A former tax partner at BKD, LLP, one of the ten largest U.S. CPA and advisory firms, I now focus on comprehensive wealth building using Modern Portfolio Theory, building individual client portfolios that maximize profits per unit of investment risk. By utilizing institutional quality asset class-based mutual funds, I am able to implement proven investment strategies not usually accessible to individual investors.

I am a trusted advisor to my clients for their most significant financial and personal concerns. Many consult me for advice on investments and estate planning, as well as sensitive issues such as coping after the death of a spouse, choosing a nursing home, or facing a lawsuit. I am married with seven children and nineteen grandchildren (so far). I am very involved in ministry at my local church, and I serve as a spiritual mentor to young men and their families.