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Mini bob gavlak 2x
Strategic Wealth Partners
Columbus, OH

Bob Gavlak

CFP®
My mission is to offer a personalized, holistic approach to financial success for every client.
Score:
100

Meet Bob

Introduction - Bob Gavlak
Introduction - Bob Gavlak
5 Questions to Ask a Potential Advisor - Bob Gavlak
5 Questions to Ask a Potential Advisor - Bob Gavlak
Shouldn't I Just Invest in Index Funds? - Bob Gavlak
Shouldn't I Just Invest in Index Funds? - Bob Gavlak
Video Transcripts

Bob Gavlak is a CERTIFIED FINANCIAL PLANNER™ professional and Wealth Advisor at Strategic Wealth Partners. Bob employs a holistic approach when working with his clients, ensuring that all aspects of an individual’s financial needs are taken care of. He specializes in working with young professionals and pre-retirees through personal interaction, helping to build the ideal plan for navigating a broad range of financial situations.

Bob graduated from Case Western Reserve…

Bob Gavlak is a CERTIFIED FINANCIAL PLANNER™ professional and Wealth Advisor at Strategic Wealth Partners. Bob employs a holistic approach when working with his clients, ensuring that all aspects of an individual’s financial needs are taken care of. He specializes in working with young professionals and pre-retirees through personal interaction, helping to build the ideal plan for navigating a broad range of financial situations.

Bob graduated from Case Western Reserve University with a BS in Business Management. An entrepreneur at heart, he started Fresh Fork Market, a company that connects local farms to consumers, while still in college. When farming lost its luster, he turned to helping young professionals and pre-retirees navigate their financial lives. Bob enjoys the challenge of navigating complex financial situations while simultaneously ensuring that the appropriate risk management strategies are in place.

A lifelong wrestler and three-time Academic All-American in college, Bob still avidly follows the sport. He also enjoys golfing, running, discussing Cleveland sports, and spending time with his family. He lives in Delaware, Ohio with his wife, Heather, and their three children, Grace, Mitch and Andy.


Services offered

Investment Management
Financial Planning
Retirement Planning
Tax Planning
College Planning
Real Estate & Mortgage Advisory
Insurance Management

Experience with

Small business owners
Business executives
Entrepreneurs
Families

Fee structure

Flat Fee/Retainer
Fee & Commission
Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

FPA - Financial Planning Association

Education

Bachelors
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