Bob is the Director of Advanced Planning for Provada Insurance Services. For more than 40 years, he has been recognized as an industry leader in the field of advanced planning with life insurance. Early in his career, he was the West Coast Advanced Planning Director for New York Life, and later the vice President of Management Compensation Group-SF, specializing in non-qualified deferred compensation plans for large corporations. He is a sought-after speaker nationally, including two presentations before the MDRT, of which he is a life and qualifying member, and two before the Association for Advanced Life Underwriting (AALU), of which he is also a member. He is a past President of the San Francisco Estate Planning Council and a member of three local EPCs, and is a Board member of the National Association of Estate Planners & Councils (NAEPC).