Bob Brown, CFP®
Financial Services Representative Bob Brown is an advocate for the financial security of individuals, families and businesses. He believes in the possibility that everyone can realize financial peace of mind and create the future they want by embracing the financial planning process. Because he believes this process should be driven by personal values, Bob always begins by understanding people before numbers.
As a financial advisor with MetLife's Financial Planning Division, Bob creates financial solutions by orchestrating the right combination of planning, advice, and plan implementation to assist forward-looking Southern Californians with the creation, management, and preservation of wealth. He provides fee-only financial planning, fee-based investment advice and management, and delivers insurance guidance and recommendations on a commission basis. Bob focuses on retirement income planning, including 401(k) rollovers, IRA consolidation, and pension distribution planning. Using the collective talents, insights, and experience of the team at MetLife, Bob provides a palette of ideas, perspective, and judgment to guide individuals and families in making sound financial choices.
Bob is past president of The Financial Planning Association of Orange County (FPA) and has served on FPA’s national committees for ethics and professional standards of conduct. He is a workshop leader for Retirewise, MetLife's corporate retirement planning education program, and his writing has been published by the Orange County Register. He is active in the community of Laguna Niguel as a member of the Chamber of Commerce and the Rotary Club, and has served three terms on the city’s Investment, Banking & Audit Committee. Bob was educated by the Benedictines at St. John’s University, Collegeville, MN and received a Bachelor of Science in Business Administration from the University of Minnesota.
I am licensed and registered to offer products and services in [CA]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information. L0411178158[exp0512][All States][DC] |
|
||||||||||
 About Us
February 23, 2012 @ 05:47 AM
[ Markets | Charts | Quotes | Portfolio ]
|
Knowing your likely life expectancy is an important factor in making long-term financial plans. Use this calculator to estimate how much income and savings you may need in retirement. Estimate the future cost of an item based on today’s prices and the rate of inflation you expect. How Long Will Your Funds Last? |
|||||||||
|
Metropolitan Life Insurance Company (MLIC), New York, NY 10036. Securities products offered by MetLife Securities, Inc. (MSI), Member FINRA/SIPC. Investment advisory services offered by Investment Adviser Representatives of MSI, a Registered Investment Adviser. MetLife Auto & Home is a brand of Metropolitan Property and Casualty Insurance Company and its affiliates: Economy Fire & Casualty Company, Economy Preferred Insurance Company, Metropolitan Casualty Insurance Company, Metropolitan Direct Property and Casualty Insurance Company (CA Certificate of Authority: 6730; Warwick, RI), Metropolitan General Insurance Company, Metropolitan Group Property and Casualty Insurance Company (CA COA: 6393; Warwick, RI), and Metropolitan Lloyds Insurance Company of Texas, all with administrative home offices in Warwick, RI. Coverage, rates, and discounts are available in most states to those who qualify. All companies listed above are MetLife companies. |
||||||||||