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Robert Everett
Financial Professional
Professional Background
Bob Everett is a highly esteemed Chartered Retirement Planning Counselor, Professional Plan Consultant, and Accredited Investment Fiduciary who has dedicated over 20 years to serving clients in the financial services industry. With a robust focus on wealth management, retirement planning, and retirement plan consulting, Bob possesses an exceptional depth of knowledge and expertise designed to create tailored investment strategies that align with the unique needs and goals of his clients. His commitment to demystifying complex financial matters empowers individuals and organizations alike to make well-informed decisions that pave the way toward greater financial independence.
Throughout his illustrious career, Bob has had the privilege of working with an extensive range of clients and associates who represent various levels of the investment landscape. From individual investors and retirement plan participants to plan sponsors and portfolio managers at renowned investment firms, Bob has cultivated a diverse professional network that underscores his versatility and capability. His previous affiliations with esteemed organizations such as Fidelity and John Hancock have provided him with firsthand insights into the nuances of portfolio construction, enabling him to offer informed guidance and strategic planning.
In his ongoing work, Bob's focus remains steadfastly on ensuring that clients not only understand the fundamental issues associated with their investment decisions but also collaborate closely with him to explore viable strategies and investment vehicles tailored to their specific needs. His dedication extends to educating plan participants and sponsors on the critical aspects of retirement planning, instilling confidence in their ability to navigate the complexities of investment choices to achieve long-term financial goals.
Education and Achievements
Bob Everett is a proud alumnus of the College of Wooster in Ohio, where he earned his bachelor's degree in Business Economics. His academic foundation equipped him with a solid understanding of economic principles and financial markets, which he has since leveraged throughout his career. As a testament to his expertise and professionalism, Bob holds several securities registrations, including Series 7, 6, 26, 63, and 66 with LPL Financial. These credentials not only signify his commitment to excellence in his field but also reflect his ability to navigate the intricate regulations governing the financial services landscape.
In addition to his formal education, Bob has undertaken personal journeys that include traveling extensively and living overseas, experiences that have enriched his perspective on global financial markets. He is also an enthusiastic runner, having successfully completed four marathons, showcasing his dedication and perseverance both in athletics and in professional pursuits. Furthermore, carrying the Olympic Torch is a highlight of Bob's life, symbolizing his commitment to excellence and inspiring achievements.
Personal Interests
Outside of his professional endeavors, Bob enjoys engaging in various personal interests that enhance his quality of life. Traveling not only allows him to broaden his horizons and gain inspiration from different cultures but also complements his understanding of global financial contexts. Meanwhile, his passion for reading keeps him informed about prevailing financial trends and emerging investment strategies. Bob's dedication to running, including his remarkable achievement of completing multiple marathons, speaks to his discipline and commitment to a healthy lifestyle.
Currently residing in picturesque Cambridge, Massachusetts, Bob values the balance between his professional and personal life, ensuring that he remains well-rounded and fulfilled in all aspects of his journey.
Notable Achievements
- Over 20 years of experience in financial services.
- Chartered Retirement Planning Counselor.
- Accredited Investment Fiduciary, demonstrating a commitment to ethical standards in investment consulting.
- Secured multiple securities registrations (Series 7, 6, 26, 63, and 66).
- Extensive experience consulting with diverse clientele, including retirement plan sponsors and individual investors.
- Successfully completed four marathons and had the honor of carrying the Olympic Torch.
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Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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