Bob Mauterstock, CFP®, ChFC, CLTC, Eldercare and Family Meetings Expert

Bob Mauterstock, CFP®, ChFC, CLTC, Eldercare Expert

Meet Bob Mauterstock, CFP®, ChFC, CLTC, Eldercare Expert

Experience, Recognition, Background

In 1987 Bob qualified as a Certified Financial Planner® and became a specialist in retirement income planning, long term care planning, investment management and legacy planning. For over 35 years, Bob has helped families achieve a worry-free, comfortable retirement. He has inspired baby boomers and their adult children to give each other the gift of communication and preserve their legacy for future generations. In 1987 he qualified as a Certified Financial Planner® and became a specialist in retirement income planning, long term care planning, investment management and legacy planning. 

 

Bob Mauterstock's Retirement Expertise

View a Sample Presentation

Bob Mauterstock, CFP®, ChFC, CLTC, is an accomplished speaker, author and sought after authority on the financial concerns of baby boomers and their adult children.

For over 35 years, Bob has helped families achieve a worry-free, comfortable retirement. He has inspired baby boomers and their adult children to give each other the gift of communication and preserve their legacy for future generations. In 1987 he qualified as a Certified Financial Planner® and became a specialist in retirement income planning, long term care planning, investment management and legacy planning. 

Bob focuses on helping financial advisers to learn the skills to advise their clients on eldercare issues. Most advisers have been well trained to do retirement planning, investment management and education funding. But few have the skills to help their clients (or their parents) deal with all the issues of aging.

Contact Us About Hiring Bob Mauterstock

"Financial professionals have to be on our toes with the growing of identity theft and elderly people taken advantage of. The more we know the better."
5/5

Explore Our Other Retirement Experts and Topics

Learn about our other terrific speakers who help advisors, consumers and employees PLAN for retirement, PROTECT the plan from retirement risks, and PROVIDE retirement income that lasts a lifetime.