Bob Esdale, MBA, CFP®, CRPS™

Bob Esdale, MBA, CFP®, CRPS™

Founder/Lead Advisor

Bob is the lead advisor and founder of Esdale Wealth Advisors. Although he works with all of our clients, he particularly enjoys drawing on his 30+ years of engineering, corporate, and financial industry experience to tackle complex issues such as retirement income planning and lifetime financial plans. In addition to his role advising individual clients and their families, Bob serves as our retirement plan specialist, assisting small business owners with advice in the selection and operation of their company retirement plans.

Bob is a graduate of Boston University’s Graduate School of Management and Boston University’s Financial Planning Program. In addition to holding an MBA and a bachelor’s degree in electrical engineering, Bob is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Retirement Plans Specialist™, and a registered representative and investment adviser representative affiliated with Commonwealth Financial Network® of Waltham, Massachusetts.

Although a native of the South Shore of Massachusetts, Bob and his family have lived in the Wilmington area for more than 30 years. When away from the office, Bob spends a fair amount of time in the New Hampshire mountains hiking and skiing.