Bob Gavlak, CFP®

Bob Gavlak, CFP® is the founder and CEO of Balance Wealth, a financial advisory firm based in Columbus, Ohio.13 He established Balance Wealth in 2023 after over 14 years of experience working at larger financial firms.1

Professional Background

Bob Gavlak is a Certified Financial Planner (CFP®) who specializes in providing personalized financial planning services.3 His approach focuses on aligning financial strategies with clients' personal values, aspirations, and life goals.1

Career History

Before founding Balance Wealth, Bob's professional journey included:

• Investment Adviser Representative at WealthSource Partners, LLC (May 2019 - Present)2
• Senior Wealth Advisor at SurePath Wealth Management LLC (April 2019 - May 2021)2
• Wealth Advisor at Strategic Wealth Partners, Ltd. (April 2012 - May 2019)2

Current Roles and Responsibilities

As the founder and CEO of Balance Wealth, Bob:

• Serves as the Owner and Chief Compliance Officer2
• Provides comprehensive financial planning services, including retirement planning, tax strategies, and estate planning1
• Leads a team that includes other professionals like Tim and Emily1

Qualifications and Registrations

Bob Gavlak holds several professional qualifications:

• Certified Financial Planner (CFP®) designation3
• Registered as an Investment Adviser Representative in Ohio and Texas2
• Passed required industry exams for his role2

Additionally, Bob is an independent insurance agent, which allows him to offer a broader range of financial services to his clients.2

Philosophy and Approach

At Balance Wealth, Bob's philosophy centers on the belief that financial planning should be deeply connected to what matters most in a client's life. He aims to empower clients to achieve their life goals while handling the complexities of financial planning, allowing them to focus on what they love.13