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, where they enjoy golfing, dining, photography, & hiking with their Goldendoodle Winston.
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.
Licenses and Certifications include:
