Bob Iglehart, CPA, CFP, CDFA, CPFA has joined his wife Jen Iglehart at The Iglehart Group.
Utilizing Bob's strong business background, his role will be assist to Jen with pricing of listings, contracts, and negotiations. Bob will also assist in the marketing of The Iglehart Group. He has a strong interest in Real Estate, Digital Marketing, Photography, Videography, and Drone Photography (he is a licensed Drone Pilot).
Bob and Jen share a beautiful office at 73280 El Paseo Drive, Suite 1 in Palm Desert - about 30 steps East of Armandos where they run both The Iglehart Group (affiliated with Coldwell Banker) and iHart Retirement Income Strategies* (affiliated with LPL Financial).
Bob is the Founder of iHart Retirement Income Strategies, a wealth management firm. He is a Certified Financial Planner, Certified Public Accountant, Certified Divorce Financial Analyst, and a Certified Plan Financial Analyst. He holds his Series 7, 66, and California Life and Health License. Bob Manages approximately 80M in client assets as well as provides Wealth Management, Financial Planning and Advise to Wealthy Families and Business Owners*.
In Bob's spare time, he plays golf and other activities at Ironwood Country Club, loves to BBQ, host parties, and enjoys traveling with Jen and hanging at home with their Golden Doodle Winston.
Clients and Real Estate Professionals can expect excellent communication and Integrity
* Robert Iglehart is a Registered Representative with and Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. iHART Retirement Income Strategies is a separate entity from LPL Financial and Coldwell Banker. LPL Financial is a separate entity from Coldwell Banker.