Bob Dreizler Chartered Financial Consultant

Posted to Featured, Shop the Grid July 21st, 2015

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Professional Services & Focus – Socially Conscious Investments and Financial Consultations.

“I enjoy working with individuals and couples who wish to align their investments with their environmental and social values.We begin by discussing the dreams you wish to achieve. With your objectives defined, we work together to manage your investments and your financial situation. Special care is taken to coordinate your investment preferences with your risk tolerance, tax status, liquidity/income need, emotional comfort level,and your social values.”

Experience, Education, and Professional Designations

“I have spent more than a quarter century advising clients about their investment, financial and tax needs. In 1999 I was named Best Financial Consultant by the Sacramento News and Review.”