Financial Advisor Bob Watral in Raleigh, NC | Inspired Capital
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Bob Watral, Financial Advisor serving the Raleigh, NC area - Ameriprise Advisors

Bob Watral

CFP®, CMFC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Inspired Capital
37
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 3 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CMFC™ Chartered Mutual Fund Counselor™
  • 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

Awards & recognition

  • Ameriprise Circle of Success, 2011, 2012

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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.