Indianapolis - E 96th St

Bob Phillips

CFP®, CPA, CFA®

Senior Wealth Advisor

600 E 96th St, Suite 130
Indianapolis, IN 46240

Bob Phillips

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Bob Phillips

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • CPA – Certified Public Accountant
  • CFA® – Chartered Financial Analyst®

About Bob

Prior to joining Focus Partners Wealth, Bob co-founded Spectrum Wealth Management in 1995 and has devoted his career to acquiring the wisdom necessary to serve as a valuable resource and advocate for his clients.

Bob is integral to our team by providing a distinct perspective based on his in-depth knowledge of areas like tax, investing, and financial planning.

Education and Professional Milestones

- Ball State University - bachelor's degree in accounting