Robert H. Beese, AIF®, ChFC®, CLTC, is a Senior Associate of Pioneer Financial Group, Inc. in Warwick RI. In 1991, Bob successfully completed four years of active duty service in the United States Marine Corps, where he served as a non-commissioned officer. After receiving an honorable discharge, Bob earned a Bachelor of Science degree in Business Administration from the University of Rhode Island.
Bob believes strongly in continuing education for both he and his clients. Bob currently holds the Series 7 and 66 registrations as well as his Life, Accident, and Health producers’ license. He is registered in RI, MA, CT, NJ, FL, CA, and MT. Bob has earned the Chartered Financial Consultant (ChFC®) designation through the American College, the Certification in Long Term Care (CLTC) from the Corporation for Long Term Care Certification, Inc., and most recently his Accredited Investment Fiduciary (AIF®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. Through the AIF® designation, he has received formal training in investment fiduciary responsibility.
Bob is also an instructor for a six hour retirement planning class held at Bristol Community College - Davol Street campus. The class has brought retirement planning strategies to hundreds of couples in the South Eastern MA and the Newport County Rhode Island area.
In the words of Larry Elder “A goal without a plan is just a wish”. Bob believes in helping his clients discover what is important to them and using a process to guide them towards creating a personalized comprehensive financial strategy. A solid strategy should provide the framework for achieving the client’s goals and objectives while simultaneously minimizing risk and the potential for loss.
Bob maintains a satellite office of Pioneer Financial Group in Portsmouth, Rhode Island. Bob is a registered representative and investment advisor representative of Securian Financial Services, Inc.
Bob resides in Portsmouth, Rhode Island with his lovely wife, Malana and their two children, Evan and Andrew.