Robert J. Bancroft
Bob is the founder and owner of Global Wealth Management Institute. He is also the author and instructor of the Institute’s “Wealth That Lasts” classes, which are offered through UCLA Extension and UCI Division of Continuing Education. Throughout his 27-year career, Bob has been an OTC Stock Trader, Financial Advisor, Branch Manager, and District Manager. Since 1989, he has focused his career on learning, adapting, and teaching the methods of institutional wealth management for affluent individuals, families, and fiduciaries.
Bob’s knowledge of market history, ability to teach, extensive experience as an advisor, and disciplined process-driven approach to wealth management have proven to be essential assets in guiding his students through the myriad challenges of the investment markets.
Bob and his wife Amanda live in Scottsdale, Arizona, with their four children: Alec, Ani, Haley, and Jake. He enjoys hiking and biking with his dogs Rally and Crash and is involved with the Salvation Army and the Boys and Girls Clubs.
Bob holds a Bachelor of Arts Degree in Finance from Michigan State University. He is an Accredited Asset Management Specialist (AAMS) by the National Endowment for Financial Education. Bob is also an Accredited Investment Fiduciary Auditor (AIFA) by the Center for Fiduciary Studies at the Katz Graduate School of the University of Pittsburgh, which certifies him to conduct investment fiduciary audits of endowments, foundations, and 401(k) plans.
Tuesdays, March 24- April 21, 2020
510 E. Peltason Dr. Irvine, California 92697
FREE information session: Thursday, March 5, 2020
FREE information session: Wednesday, January 29, 2020
Las Vegas, Nevada