Bob Smrekar, CFP®, AIF®
Bob has been a lead Financial Advisor at BFG since 2006 with decades of experience in the industry. Bob is responsible for meeting with clients and developing plans with strategies that deal with retirement planning, investment planning, stock option planning, maximizing employee benefits, diversifying concentrated stock options and minimizing tax liabilities. He specializes in working with complex situations, executive compensation & benefit planning.
Bob earned his Accounting and Finance degree at Augsburg College and is a CFP® certificant, as well as an Accredited Investment Fiduciary (AIF®). He is a member of various professional organizations including the National Association of Professional Financial Advisors (NAPFA) and the Minnesota Fiduciary Roundtable.
Bob grew up on the North shore of Lake Superior. He has three daughters and is an avid golfer & MN sports fan. Bob is an avid participant in his local community as a board member of both the Suburban Hockey Referees Association and the Lakeville Fastpitch Softball Association. He serves on various Committees at River Valley Church and volunteers for FANS Race, Good in the Hood Twin Cities and as a Girls' Softball Coach.