Robert “Bob” Donaldson is founder and managing principal of Advisory Group West, an independent wealth management firm. Since 1977, Bob has been assisting California residents to strategically plan for and protect their financial future. Taking a personalized approach to financial advising, Bob has created an interactive and educational process that helps each individual client gain clarity and confidence when making his or her own financial choices. Using his proprietary and complimentary Cornerstone Vissions™ process, prospective clients align their financial priorities with their personal values. With visions and missions clear and united, this becomes the foundation for building holistic financial plans that account for and coordinate all important areas of one’s financial life. Bob provides the financial security guidance and strategies to help each of his clients work toward realizing their unique dreams and goals throughout their lives.
Bob enjoys providing financial education to his clients and community, and regularly hosts public events featuring the issues most relevant to the pre-retired and retired age groups. With an innate ability to simplify complicated concepts to terms that can be easily understood, and a passion for helping others sort through the plethora of conflicting opinions and misinformation, he works to provide people with the insight and education they need to make informed financial decisions. Bob is personally committed to raising the standard of financial care and client expectations for wealth management and development and has become a trusted resource for impartial counsel to the people he serves.
Bob has earned a number of credentials qualifying him to incorporate comprehensive and progressive retirement planning strategies into a client’s overall plan. He is an investment adviser representative, which requires Bob to serve as a fiduciary advisor to always advise in a clients’ best interest. He is also a registered representative of Commonwealth Financial Network, a Chartered Financial Consultant® (ChFC®) through the American College, and a Registered Financial Consultant (RFC) through the International Association of Registered Financial Consultants. He maintains Series 22, 39, 7 and 63 securities and life and health insurance licenses in multiple states.
Bob served as a proud U.S. Marine for almost five years. As an undergraduate, he studied at the University of Maryland’s European Division (London, England) and received his Bachelor of Science degree in Business Administration from California State University, Long Beach. Prior to opening his independent advisory firm in 2003, Bob worked as the sales director in a private placement securities firm, a field force manager with Penn Corp. Financial, Inc., and a registered representative with CIGNA and Lincoln Financial Advisors. He is actively involved with the American Society of CLU/ChFC®, an organization for professionals who provide personal, family, and business financial services, and registered with the Financial Industry Regulatory Authority (FINRA).
Bob currently resides in Shadow Hills, California, with his wife, Dona. In his downtime, Bob enjoys reading, traveling, and golf. He and his wife have three adult children.