Robert "Bob" Korljan, CPA/PFS
Partner
480.385.7391 | bob@eatoncambridge.com
Bob Korljan is the Founder of Eaton-Cambridge, offering comprehensive wealth building strategies: investment, tax, and estate planning. He is board certified by the American Institute of Certified Public Accountants with the specialty designation Personal Financial Specialist, and he graduated from 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, Bob now focuses 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, he is able to implement proven investment strategies not usually accessible to individual investors.
Clients rely on Bob as a trusted advisor for their most significant financial and personal concerns. Many consult him for advice not only on investments and estate planning, but also for sensitive issues such as coping after the death of a spouse, choosing a nursing home, or facing a lawsuit. Bob is married with seven children and nineteen grandchildren (so far). He is very involved in ministry at his local church, and serves as a spiritual mentor to young men and their families.
Partner
480.385.7391 | bob@eatoncambridge.com
Bob Korljan is the Founder of Eaton-Cambridge, offering comprehensive wealth building strategies: investment, tax, and estate planning. He is board certified by the American Institute of Certified Public Accountants with the specialty designation Personal Financial Specialist, and he graduated from 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, Bob now focuses 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, he is able to implement proven investment strategies not usually accessible to individual investors.
Clients rely on Bob as a trusted advisor for their most significant financial and personal concerns. Many consult him for advice not only on investments and estate planning, but also for sensitive issues such as coping after the death of a spouse, choosing a nursing home, or facing a lawsuit. Bob is married with seven children and nineteen grandchildren (so far). He is very involved in ministry at his local church, and serves as a spiritual mentor to young men and their families.
|