Bobby Ebert, CFP®, AIF®, CLU®, CLTC, CEPA
Senior Financial Consultant
Since 2003, Bobby has helped business owners, professionals, and executives to define their financial goals. He then provides the strategy, services, tools, and competitive products to help his clients reach their objectives. This methodical and reasoned approach cab work at every stage of his client’s career: from starting a business to asset accumulation and growth to retirement and estate planning.
Bobby began his career with North Star Resource Group in October 2003. In July of 2015, he joined Fortune Financial. The firm was founded in 1997. Four partners have a combined experience of 125 years.