Bob Gavlak, CFP®

Sophisticated Expertise. Approachable Advice.

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Contact Me
WealthSource Bob Gavlak, CFP®
Columbus, Ohio

Sophisticated Expertise. Approachable Advice.

Areas of Focus

  • Financial Life Planning
  • Inherited Wealth
  • Investment Management
  • Living in Retirement
  • Owning a Business

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Primary Location

43240

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Percentage of Assets Managed

Offers Investment Management

Yes

Education

Case Western Reserve University, BA, 2008

Volunteer Experience

President of the Ohio Chapter of Gift of Adoption

Languages

  • English

Hobbies and Interests

  • Baseball
  • Eating Out
  • Exercising
  • Family
  • Football
  • Sports
  • Working Out

Who We Serve

  • Baby Boomers
  • Dual Income Family
  • Living in Retirement
  • Parents
  • Young Families

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