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Bob Anderberg

F5 Financial Announces the Addition of Bob Anderberg

By: Curt Stowers

Naperville, Illinois (June 5, 2020) – F5 Financial is pleased to announce the addition of Bob Anderberg as an operations support analyst.

Curt Stowers, founder of F5 Financial said, “The relationship between my family and Bob’s goes back decades. Bob’s character is impeccable, he has a penchant for learning, and he cares deeply about family. The opportunity to add someone of his caliber does not come along often, and we jumped at the opportunity to have Bob join the team.”

Curt continued: “Initially, Bob Anderberg will be supporting advisor Josh Duncan and me in a planning role. However, long term, we see him serving as the face of F5 Financial in the Pacific Northwest!”

The F5 Financial Team

Bob’s personal values align well with our focus on faith, family, friends and fitness, and we believe that he will be a huge help in supporting the families we work with, as our clients pursue financial freedom and personal significance.

When asked about joining the F5 Financial team, Anderberg had this to say:

“When Curt invited me to join F5 Financial, I was excited to join a company with values so well aligned with my own! I have a passion for helping people, whether that’s through rigorous research and data analysis, developing a solid retirement plan, or working with a client family directly. I am very much looking forward to working with an organization that provides comprehensive, fee-only, fiduciary financial planning to families.”

About Bob Anderberg

Bob and his wife Tammy reside with their three children (ages 9,12, and 18) in Spokane, Washington. Bob holds both a BS degree in plant physiology and an MS degree in microbiology from Washington State University.

In addition, Bob is currently preparing to complete the rigorous requirements necessary to attain his Certified Financial Planner® designation. We anticipate that Bob will complete his training and become certified within the next two years.

The CFP® certification process, administered by the CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S., have met rigorous professional standards, and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.

Based in Spokane, Washington and serving clients nationally

In his new role, Bob will focus on supporting our team in serving corporate executives, entrepreneurs, and families.

“Bob is joining the team as an operations support analyst, but our plans have Bob moving into a financial advisor role in the near future. Farther out, we plan to open a Spokane office, and we envision Bob serving as the face of F5 Financial in the Pacific Northwest! Bob is someone we’re investing in for the long term,” says Stowers.

Regarding his decision to join F5 Financial, Bob said, “This is a great opportunity to join an organization with a holistic approach to financial planning. When Curt and I discussed the opportunity to work together, I could not pass up the chance to help families achieve financial independence while pursuing personal significance!”

About F5 Financial

F5 Financial is a fee-only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change. Through our F5 Process, we provide insight and tailored strategies that inspire and equip our clients to enjoy a life of significance and financial freedom.

Our process begins with an assessment of each client’s goals and vision. We then lead the execution of their financial plan, which includes cash flow management, insurance, taxes, work benefits, education planning, and investment management.

F5 Financial was established to help individuals discover harmony in the most important aspects of their lives. It is our belief that a life Freedom and Significance is founded upon a deliberate lifestyle of creating harmony and balance between the Five Fs—Faith, Friends, Family, Fitness, and Finance.

F5 Financial

F5 Financial is a fee-only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change. Through our F5 Process, we provide insight and tailored strategies that inspire and equip our clients to enjoy a life of significance and financial freedom.

F5 Financial provides fee-only financial planning services to Naperville, Plainfield, Bolingbrook, Aurora, Oswego, Geneva, St. Charles, Wheaton, Glen Ellyn, Lisle, Chicago and the surrounding communities; to McDonough, Henry County, Fayette County, Atlanta and the surrounding communities; and nationally.

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