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Bob Gavlak, CFP®
Family Man & CEO
Bob Gavlak, CFP® is the founder and CEO of Balance Wealth, a financial advisory firm based in Columbus, Ohio.13 He established Balance Wealth in 2023 after over 14 years of experience working at larger financial firms.1
Professional Background
Bob Gavlak is a Certified Financial Planner (CFP®) who specializes in providing personalized financial planning services.3 His approach focuses on aligning financial strategies with clients' personal values, aspirations, and life goals.1
Career History
Before founding Balance Wealth, Bob's professional journey included:
- Investment Adviser Representative at WealthSource Partners, LLC (May 2019 - Present)2
- Senior Wealth Advisor at SurePath Wealth Management LLC (April 2019 - May 2021)2
- Wealth Advisor at Strategic Wealth Partners, Ltd. (April 2012 - May 2019)2
Current Roles and Responsibilities
As the founder and CEO of Balance Wealth, Bob:
- Serves as the Owner and Chief Compliance Officer2
- Provides comprehensive financial planning services, including retirement planning, tax strategies, and estate planning1
- Leads a team that includes other professionals like Tim and Emily1
Qualifications and Registrations
Bob Gavlak holds several professional qualifications:
- Certified Financial Planner (CFP®) designation3
- Registered as an Investment Adviser Representative in Ohio and Texas2
- Passed required industry exams for his role2
Additionally, Bob is an independent insurance agent, which allows him to offer a broader range of financial services to his clients.2
Philosophy and Approach
At Balance Wealth, Bob's philosophy centers on the belief that financial planning should be deeply connected to what matters most in a client's life. He aims to empower clients to achieve their life goals while handling the complexities of financial planning, allowing them to focus on what they love.13
Highlights
2024 is going to be a year of personal growth - as I have started my own financial advisory firm, Balance Wealth!
The name, Balance, is inspired by my own personal desire to lead a balanced life - a mix of being a father, a husband, a professional, a son, and friend - allowing myself and those around me to thrive and find fulfillment in all areas.
I try to work out daily and stay healthy - but I also love to drink a couple of beers and enjoy too many donuts.
I love my work and the families I serve - but I will never miss a game or event for my kids.
The hope with Balance is to provide these same insights to the clients I work with - to help balance our financial goals with our life ambitions.
I couldn't be more excited for my clients to be surrounded by a great team (more to come!) and supported by an amazing custodian in Altruist.
Stay tuned for much more to come...! 😄
Might have stolen this analogy from Patrick Brewer, CFA , but thought it was too good not to share.
Volatility creates opportunities- both positive and negative.
It’s the opportunity to bail (question: would you jump out of a plane just because of turbulence?)
Or
The opportunity stay focused and rebalance/add.
✈️ The plane will land safely at your destination (so long as you boarded the right one…)
