Bob Foster CLU, ChFC, AIF

Vice President, Retirement Plans

Bob Foster, a Creighton University graduate, has over 20 years in the financial service industry. Bob is one of the principals of Marcotte and serves on the Board of Directors. Bob’s expertise is working in the 401(k) and 403(b) retirement plan arena, as well as attending to the needs of his personal financial planning clients. Bob’s professional designations and licenses include Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certification in Long-Term Care (CLTC), Accredited Investment Fiduciary (AIF) and Series 6, 7, 63, 66 and Life, Health and Annuities Insurance licenses. In 2009 and 2011, the industry trade publication 401K Wire listed Bob among the Top 300 most influential retirement plan advisors in America.

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Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, to residents of: AZ | CA | CO  | FL | IA | KS | ME | MO | MS | NE | OK  | SD | TX | UT | VA  Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Marcotte Wealth Management, LLC and Cambridge are not affiliated companies.  © Marcotte Insurance Agency, Inc.