ABOUT US


Bob Woodroof & Associates is a diversified financial services firm specializing in individual and business planning. Our areas of expertise and specialization are:
• Estate and Charitable Tax Planning
• Executive/Employee Benefits – including non-qualified deferred compensation
• Long Term Care Insurance and Planning – this is provided through an affiliate firm
• Retirement Preparations - will you have enough assets/income at the proper time? Are your
• Qualified Plan Documents in order?
Our business is people and their demand for innovation in addressing financial issues through leading edge planning. We design creative solutions for our clients, coordinating our extensive planning and capital resources.

We maintain leadership in our marketplace through specialization, continued relationships with world-class financial institutions, effective communication and integrity.

BOB WOODROOF
Bob specializes in retirement, estate and charitable planning and has been providing financial services since 1981, Bob has served on various insurance company advisory boards and has been involved as an employee benefit consultant. Bob has a national clientele and provides leading edge solutions for retirement and wealth transfer planning.

Securities and investment advisory services offered through Capital Analysts Incorporated, Member NASD*SIPC.
Bob Woodroof & Associates
25966 Vista Drive East
Capistrano Beach, California 92624
(949) 218-7473
Toll Free: (800) 794-2765
Email: bwood@bobwoodroof.com
Copyright © 2003 - 2018 Bob Woodroof & Associates All rights reserved.
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