Bob Tesch is a Senior Wealth Advisor with WealthSource® Partners. His financial services career began in 1985 and in the early part of his career, Bob served as a Trust Officer for Colorado National Bank, which is now U.S. Bank, where he gained valuable knowledge installing and administering qualified plans. Bob’s career also includes over twenty years at Wells Fargo where he managed relationships and created and executed plans to grow, protect and transfer his client’s wealth.
Bob earned his Bachelor of Science and Master of Education degrees from Colorado State University and is also a CERTIFIED FINANCIAL PLANNER™ certificant. He is active in the Montrose, Colorado community and has served on the Boards of Black Canyon Boys & Girls Club, The Montrose Community Foundation, Habitat for Humanity of the San Juans, and The Center for Mental Health. Bob is a founding member of Ignite! Montrose and is a long-standing Member of the Rotary Club of Montrose. Bob believes in a holistic, caring approach and hopes to bring clarity and confidence to his clients’ financial lives at WealthSource.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The CLU® is the property of The American College, which reserves sole rights to its use, and is used by permission.