Bob Pascuzzi, CLU, AIF, Fiduciary Specialist

Robert Pascuzzi heads Creative Planning Services, a retirement planning affiliate of Creative Planning. Creative is an independent investment company that provides unbiased assessment and management of company retirement plans, and is dedicated to bringing a full range of retirement plan consulting services at both the plan sponsor level as well as the participant level. Our in-house investment committee, headed by one of the nation’s top financial advisors, selects and monitors investments for company retirement plans.

Creative is nationally recognized for its wealth management services and has been featured in Robb Report’s Worth Magazine, Bloomberg Wealth Manager and Medical Economics. Creative Planning has an in-house investment committee that selects and monitors investments for company retirement plans.

Since 1993, Bob has focused his expertise in both the qualified plan arena as well as providing “key employee” executive carve-out benefits. When deploying education at the participant level, Bob and his team focus on assisting employees to get “on track” to live the same standard of living in retirement.

Bob grew up in Des Moines, Iowa and graduated in 1986 from Briar Cliff college in Sioux City, Iowa with a BA degree. Bob earned the CLU designation from the American College in 1998 and earned his AIF designation (Accredited Investment Fiduciary) from the Foundation for Fiduciary Studies in March, 2006.

Bob serves on the Executive Board of Higher M-Pact, a 403b dedicated to transforming America’s “at risk” inner city youth to tomorrow’s leaders. He is also involved and supports the Christian Foundation for underprivileged children. He is married to Kelly and they have three boys.

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