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About Us

Our Process

iHart Retirement Income Strategies is a wealth management firm dedicated to collaborating with clients to help pursue their financial goals and designing personalized, sustainable income strategies while preparing for, or living in, retirement.

Our History

 Bob Iglehart is an Independent Wealth Manager and is holds his Series 6, 7 63 and 66 through LPL Financial. With over 30 years experience, Bob founded iHart Retirement Income Strategies in September 2020.

Investments, annuities, life insurance – need a fresh look? Let Bob's expertise be on your side.

Our Values

At iHart Retirement Income Strategies we are able to provide customized, independent and personalized guidance when designing a strategic retirement income plan just for you.

Bob Iglehart

Bob Iglehart has had a career spanning more than 30 years as a Financial Advisor and Wealth Manager. Bob is a valued and experienced Advisor to Business Owners, Professionals and High Net Worth Retirees - working with clients to design...

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Jen Iglehart

Dir. of Client Experience

Jen is our Director of Client Experiences at iHart Retirement Income Strategies. In this role she helps organize client events and communication. Prior to joining iHart, Jen served as a corporate trainer at Ruth's Chris Steakhouse for 21...

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Vicki Larkin

Director of Operations

Vicki is the Director of Operations for iHart Retirement Income Strategies. Her primary duties include assisting clients, marketing and technology, in addition to engaging with the support team at LPL Financial.Vicki joined the team in...

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Winston Iglehart

Winston lives in South Palm Desert with his family. He is the iHart Retirement Income Strategies office goldendoodle mascott. He reaps the rewards of working with an Independent Financial Advisor.  He enjoys hiking and playing...

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What set us apart?
Experience, Education and Engagement 

Re-assess, re-align, and revive your portfolio with a fresh perspective from a seasoned professional.

Contact Bob