Robert W. Scullen, CFP®. Bob is a highly experienced financial planner and investment advisor representative of Brookstone Capital Management. Upon graduating from the United States Air Force Academy, Bob proudly served as a pilot in the United States Air Force. After leaving active duty, he began his career in financial services. Bob has helped many families and individuals develop plans to achieve their financial needs and goals. As a CFP®, he is held to a fiduciary standard which requires him to put his clients’ interests ahead of his own. His experience includes retirement and income planning and implementing investment strategies consistent with the needs, abilities, and risk tolerance of each client. Bob has extensive experience in charitable giving strategies and estate planning and has represented a national charity advising donors and clients to maximize their financial and philanthropic needs and goals.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information.