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About Bob Best

What qualifies me to be a financial planner?

This is an important question to ask.  You might expect that financial planners are like doctors — to be one, you must have the required training, obtain a license, and engage in continuing education to maintain your skills. 

For many of us, that’s true — and it is for me — but the qualifications of those in financial planning can vary greatly, so you should be knowledgeable about your advisor’s credentials and aware of his or her investment process and philosophy.

I have a comprehensive financial education, with both undergraduate and graduate degrees in business, and have hundreds of hours of continuing education in the financial field.  This short profile details my personal history and credentials, as well as my involvment in public service:



St. Francis deSales High School, Toledo Ohio

BSBA, Finance, Xavier University, Cincinnati, Ohio

MBA, University of Toledo, Toledo, Ohio

More than 30 hours of continuing financial education completed annually since 1992


Licensure and Certification

Licenses: Series 6, 26, 63, 65; plus insurance     licenses for life, health and variable products

Certified Fund Specialist — Institute of Business and Finance

Certified Wealth Strategist — Cannon Financial Institute



Partner in Summit Reserve Group for 25 years

More than 25 years experience in the securities industry as an affiliate of independent broker/dealers

Affiliate of the independent Broker-Dealer Sigma Financial Corporation for 14 years


Family and Community Activity

Married 24 years to his wife, Heidi; father of two boys, Alec, age 19 and Nick, age 15

Coached youth baseball, soccer, and basketball for more than 20 years

Active in Gesu Parish

Co-Chair, Children’s Dyslexia Center of Northwest Ohio

Member, Brisson Association Board at St. Francis de Sales High School

Member, Stautzenberger College Paralegal Board

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck