(858) 268-7092
Locate a Speaker
Bob Belknap
800 Mariners Plaza Suite 806
Mandeville, LA 70448
Financial, Insurance, Other
Workshops Offered:
Estate Planning, Exploring Your Options for a Quality Retirement, Financial Blunders - Lessons We Never Learn, Getting Fiscally Fit, Getting Your Financial House in Order, Is a Roth IRA Right for You, Life Insurance and You, Preparing for Long Term Care, Roth IRA - America's Next New Tax Break, Strategies for a Sustainable Income in Retirement, Tax Planning, Understanding 401K Rollovers, Taking Control of Your Cash - Eliminating Debt
About Me:
Bob Bellknap, CLU ,ChFC is a well known and experienced financial educator and Financial Coach in the Southwest Louisiana, with over 40 years of professional financial insight and knowledge. Bob started his career as a life insurance agent in New Orleans. He was later promoted to a management position in Denver, Colorado. While in Colorado he was recruited by an Old New England insurance company to manage their financial group with offices in Portland ,Oregon and Seattle , Washington.
After 15 years in the Great Northwest, family responsibilities brought him back to his hometown in 1995.
As a mature adviser, Bob can relate to the hopes and fears of those just starting their careers as well as those preparing for retirement or already retired. He has provided many people in this area with financial guidance through his financial workshops and personal planning.
Bob is a volunteer member of SOFA, The Society of Financial awareness,a nationwide non-profit 501(c) (3) organization, dedicated to promoting Financial Literacy one community at a time. SOFA has worked with many national companies over the last twenty five years providing financial educational opportunities for their employees.

The Society for Financial Awareness is a nationwide 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. Founded in 1993, we have had the privilege of working with various prominent companies and organizations. Our financial education outreach and years of continued success has provided us name recognition, a reputation of excellence, and most importantly the opportunity to impact lives.

Our members conduct financial education seminars to companies and organizations; satisfying the Department of Labor's requirement, ERISA 404(c). Our seminars are completely FREE of charge and there is no selling of financial products at our events.

Download the Information Packet to learn more about SOFA >>>