Wealth Management
Wealth Management

Go beyond basic advice with a holistic and proactive approach to managing your entire financial plan to achieve life's goals.
Integrated Services
Achieve your goals and preserve your wealth.

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Business Solutions
Business Solutions
Business Solutions
- Corporate Retirement Plans
  A dedicated team to manage you company's 401(k) or Cash Balance plan. Full service with minimal fees.
- Business Succession Planning
  Create a succession plan that achieves your personal financial goals as well as sets your business up for long-term success.
- Institutional Asset Management
  Financial planning and investment management for nonprofits, endowments, and organizations.
The fiduciary excellence and trusted experience of Plancorp Wealth Management for individuals is also available to businesses and institutions.
Equity Compensation
Equity Compensation

Supercharge your most powerful employee benefit.
Make the Most of Your Equity

Thoughtfully managing key decisions can make a big difference in how much you ultimately gain.

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Investing
Investing

Discover investment strategy insights from Plancorp's fiduciary experts.
Investing Strategy Build For Your Goals & Risk Tolerance

We harness the power of the market to help you reach your goals.

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About
About
About Us
- About Us
  Learn more about Plancorp's history and how we can serve you.
- The Plancorp Team
  Find your next financial advocate.
- Our Process
  Move beyond basic financial advice with a plan crafted to align your wealth with your goals.
- Locations
  Local presence with nationwide reach
  Locations
  
  We serve clients nationwide in 44 states both in-person and virtually. Here are the local communities our advisors call home.
  
  Locations
  
  St. Louis
  
  Fresno
  
  Nashville
  
  Sarasota
  
  Bay Area
- Fee & Value Calculator
  Use our calculator to see the potential value of professional planning and get an idea of your annual advisory cost.
- Careers
  Find a career with Plancorp.
- InspireHer
  Helping empower women through education and impactful support.
- Community Involvement
  Giving back to the communities we serve and live in.
Don't just take our word for it.

Learn about the experience we strive to deliver every day with these reviews from real Plancorp clients.

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Resources
Resources
Resources
- Resource Center
  Find guidance on wealth management, estate planning, succession planning, and more with our free resources.
- Blog
  Topical articles on today's financial trends and Plancorp's take on them.
- Frequently Asked Questions
  Find answers to common questions about how we operate.
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Bob Anderberg portrait

Spokane Valley, WA

Bob Anderberg

CFP®

Financial Wellness Advisor

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About Me

Bob is a lifelong resident of the Pacific Northwest and lives in Spokane Valley, WA with his wife and two children. He has Master of Science and Bachelor of Science degrees from Washington State University (Go Cougs!) and is a former Molecular Biologist.

Realizing that he would like to spend the rest of his career helping people directly and having an interest in finance, he changed careers in 2018 to the financial services industry and this led him to the fee-only advising space, where he got his CERTIFIED FINANCIAL PLANNER® certification in 2022. Bob takes great pride in helping people improve their financial situation and acting as a fiduciary where he can put their needs first. Bob loves the outdoors and is an avid Bass fisherman. He and his wife Tammy have a second home in central Florida and hope to escape the northwest winters there in retirement!

Community Involvement

Bob is a volunteer for The Cast for Kids Foundation, and helps take underprivileged kids fishing each year as well as assist in fundraising efforts.

Education

Master of Science, Plant Physiology, Bachelor of Science, Microbiology

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Financial Planning Investment Strategies

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