Meet Bob Kleber, CFP®

I joined Advance Capital in 1997 in a customer service role preparing retirement plans. I transitioned into a financial adviser as I earned the CFP® designation. Today, I am a senior financial adviser. Over the course of my career, the financial industry has changed dramatically. Hundreds of new investment products have been released and technology has advanced at a rapid pace. I’ve evolved with the world by continuously learning. However, what hasn’t changed is my commitment to providing personal attention, which is what I believe clients deserve no matter how much things change.

Advance Capital’s independent, low-pressure culture allows me to cultivate long-term relationships with my clients. Additionally, the firm is staffed with experts in their respective fields who are backed by the latest technology. This helps me provide the personal service of a small company but with the resources of a large corporation. It’s the best of both worlds for my clients.

My work gives me the opportunity to help people make one of the most important decisions in their lives – whether or not to retire. Very few careers let you make a positive impact like that. It’s very satisfying to receive appreciation for my help from clients who successfully retire, some of which I recommended working longer even though it also meant I would not have money to manage.

Keep the main thing the main thing. I heard this during a presentation at an investing conference, and I think it resonates on many levels. We live in a world full of distractions, but if you stay focused on the main things – such as your family and your financial goals – then everything else usually falls into place.