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Our financial advice team


Bob Watral Ameriprise Financial Advisor

Bob Watral

CFP®, CDFA®, CMFC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Inspired Capital
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 23 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Divorce Financial Planning
  • Women's Financial Strategies
  • Retirement Income Strategies

Interests

Outside of the office, I am a dedicated husband and father. I support my wife's career and our girl's careers and academic efforts. I am an avid reader and I would be happy to recommend some of my favorites that have inspired me personally and professionally.

Awards & recognition

  • Ameriprise Circle of Success, 2011, 2012

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CMFC® Chartered Mutual Fund Counselor℠
  • CDFA®; Certified Divorce Financial Analyst®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • BS Duke University, Durham, NC 1979
  • MA Webster University, St. Louis, MO 1984
  • CFP Practitioner CFP Board of Standards 1997
  • Certified Divorce Financial Analyst IDFA 2008
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