Raised in the Rochester area of New York, Bob Tesch, CERTIFIED FINANCIAL PLANNER™, fell in love with Colorado while attending Colorado State University. He now resides in Ridgway, where he serves the Western Colorado community. Bob places an emphasis on personalized service. It's because of his passion for client service that Bob truly values the diversity of talents and backgrounds found at WealthSource. Having such an invaluable resource like the support of the WealthSource team has enhanced the service he's able to provide clients.
After receiving his Master's degree in Education, Bob entered the Financial Services arena in 1985. Bob has built many relationships across a career that has seen stops at Northwestern Mutual Life, Colorado National Bank, and Wells Fargo. It's because he embraced the relationship aspect of financial services that Bob chose to join the WealthSource community. As part of the team, Bob applies a planning-based philosophy to his work, helping clients and their families grow, protect, manage, and transfer their wealth according to their unique goals.
In his free time, Bob can often be found devoting free time to local community organizations.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.