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.
Bob Iglehart is a 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.
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.
Experience, Education and Engagement are what set us apart from the rest.
Contact Bob to design a strategic retirement income plan just for you.
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 sustainable income strategies for retirement. In 2020, Bob founded iHart Retirement Income Strategies with the desire to be an Independent advisor and advocate for his clients and provide a novel personalized service.
Bob graduated from The University of Arizona in 1986 with a double major in Accounting and Finance, and went on to earn his CPA license before launching his career as a Financial Advisor. As a Financial Advisor and Wealth Manager, Bob has worked with Wells Fargo Private Client Services (6 years), Banc of America Investments (8 years), and RBC Wealth Management (9 years).
Having previously served as President, Bob is currently a Board Member of Big Brothers Big Sisters of the Desert and Chairs their largest fundraising event – The BBBS Annual Hall of Fame Golf Tournament. He lives in South Palm Desert with his wife Jen who is a top realtor with Coldwell Banker specializing in the Palm Desert area, where they enjoy golfing, dining, photography, & hiking with their Goldendoodle Winston.
|Certified Public Accountant (CPA)||#134791|
|Certified Financial Planner™ Professional||#262791|
|Certified Divorce Financial Analyst™ (CDFA)||#106650|
|Certified Plan Fiduciary Advisor™ (CPFA)||–|
|Certified Retirement Plan Consultant™ (CRPC)||–|
|California Real Estate License||02118591|
|Series 7 License held through LPL Financial||–|
|Series 66 License held through LPL Financial||–|
|California Life and Health License||#0780476|
Bob is committed to staying current with financial planning & investment management trends and takes pride in putting his client’s best interest above his own.
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 early 2022 after relocating permanently to the Coachella Valley. Her past experience includes 20+ years with Warner Bros. Pictures in Film Distribution Administration and Operations.
Vicki and her husband, Paul, share a home with their rescued cats and dogs – Teeka, Sophia, Franco, Tory, Gabino and Stryder (aka Monkey). Outside of the office they share a keen interest in Real Estate Investment and Design, as well as Food and Wine.