Bob Dreizler Chartered Financial Consultant

Socially Conscious Investments and Hourly Financial Consultations

  • Professional Services & Focus – Green 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 three decades advising clients about their investment, financial and tax needs. In 1999 I was named Best Financial Consultant by the Sacramento News and Review.

    Bachelor’s Degree in Political Science (CSU, Northridge 1971), Standard Secondary Teaching Credential with minor in Economics (CSU, Northridge 1972). Master’s Degree in Government (CSU, Sacramento 1980). ChFC (Chartered Financial Consultant), CLU (Chartered Life Underwriter), QFP (Qualified Financial Planner), AIF (Accredited Investment Fiduciary).

    National Association of Securities Dealers (NASD) licenses/credentials: Series 6 (Investment Company/Variable Annuity), Series 7 (General Securities), Series 22 (Direct Participation Programs), Series 63 (Uniform Securities Agent State), Series 65 (Uniform Investment Advisor). California Life Insurance and Variable Annuity License #0557650.

    Writings
    I’m a freelance writer. More than one hundred of my financial columns and personal essays have been published. In 1998 I wrote and published Tending Your Money Garden (TYMG), a humorous yet practical money management primer that is in its second printing. TYMG won the 1999 Best Book award from the Sacramento Publishers and Authors.

    Community Involvement
    I am past president of the Sacramento Publishers and Authors and the Sacramento Chapter of the International Association for Financial Planning. I am currently the treasurer of the Capital City Preservation Trust.  I enjoy teaching people of all ages about proper money management and socially conscious investing. I am an occasional guest on radio and television programs.

    How I Work with Clients
    Initial half-hour consultations are free for potential investors
    Financial and tax consultations: $150 per hour
    Fee-based investing: generally 1.00-1.25% per year based on the amount of money under management and the level of service needed. Commission-based investments, $100,000 minimum.

    Registered Representative and Investment Advisory Representative, Protected Investors of America. Member FINRA/SIPC

    Check out Bob’s commentary on the economy, the stock market and the world:
    Read Bob’s Latest Commentary

    What is Green Investing

    And find out about:

    • fresh opinions on the state of the economy and the stock market
    • archives of my past newsletters, website commentaries and non-financial writing
    • easy access to recent newsletters and financial links and resources (general financial topics, socially conscious investing and alternative news/commentaries)
    • access to my artwork, writing and photography

    Visit: www.bobdreizler.com