Bob's Qualifications

Bob Maresco is an experienced and innovative financial professional who has been in the advice business for 25 years. He has been providing comprehensive financial solutions to individuals, families and businesses in the Phoenix area since 1991. Bob Holds an MBA in Accounting from St. John's University. He is a Certified Public Accountant (CPA), a Certified Financial Planner (CFP), a Personal Financial Specialist(PFS) and a Certified Worksite Instructor (CWI). Bob is a complete financial planner and wealth care manager. His approach to your wealth care needs is holistic and long-term. He strives to provide the right solutions for your financial challenges and goals and is committed to offering you advice in every area of financial services. He emphasizes 10 key areas of wealth care planning, called the Method 10™. Method 10™ is a systematic process of discovery, analysis and application of wealth care planning tools designed to help you resolve the 10 crucial wealth care issues you are likely to face. From investment planning and income protection to estate planning and debt management, Bob helps you arrive at a comprehensive picture of your financial situation and divise a plan of action. Bob is passionate about education. He has lectured frequently on financial topics at Arizona State University, University of Phoenix, and the Maricopa County Community Colleges. Moreover, He frequently delivers financial seminars to various groups in the Phoenix area. Bob is an excellent seminar presenter and as a Certified Worksite Instructor he is qualified to deliver financial education at worksites, associations and the general public. Bob chose to affiliate with 1st Global Capital Corp. member FINRA, SIPC. 1st Global Capital Corp., a federally registered broker-dealer is the leading financial services partner to the tax and accounting professions. He holds an NASD General Securities registration (Series 7) and a Life Agent License from the states of Arizona and Massachusetts.