Robert Deal, CPA, PFSBob Deal is a Registered Investment Advisor Representative of LifeFocus Financial Advisors, LLC, and holds a Series 65 securities license. Mr. Deal is also a Personal Financial Specialist (PFS) and a CPA (Certified Public Accountant).
Bob is a Northwest native, growing up in the small farming town of Pomeroy, Washington. He graduated Summa Cum Laude from Washington State University in 1990 with a Bachelor’s degree in Business Administration - Accounting. Bob earned his CPA certificate in 1990. Mr. Deal holds the American Institute of Certified Public Accountant’s (AICPA’s) Personal Financial Specialist designation and has completed the AICPA’s Personal Financial Planning Education Achievement program. Bob was the former managing partner of Niemi, Holland & Scott, a regional accounting firm, prior to its merger into LeMaster & Daniels, a large, Northwest regional accounting firm, in December 2000. Bob was also formerly the President of the financial services affiliate of LeMaster & Daniels prior to establishing LifeFocus Financial Advisors. Bob is a member of the Washington Society of Certified Public Accountants, the American Institute of CPAs and the AICPA’s Personal Financial Planning division. Bob is a frequent speaker on personal financial planning/investment topics including asset allocation, retirement planning, education funding, tax sensitive investing, wealth management and practical applications of modern portfolio theory. |
