Bob Sponseller, ChFC®
Bob is a partner and financial consultant with the Cornerstone Financial Group. As an Investment Advisor Representative of Commonwealth Financial Network®, he assists his clients in creating and implementing comprehensive financial plans that address the following coordinated areas: investment management, retirement income strategies, wealth transfer strategies, life, and long-term care insurance planning, and charitable giving solutions. Bob takes an active role in the investment management process and is keenly aware of his clients' desire for effective risk management as well as ongoing communication and education regarding their investments.
Bob joined Cornerstone in 2012 after launching his individual practice with CIGNA Financial Advisors in 1991 and, most recently, founding Sponseller Wealth Management in 2003. Since 2008, Bob has been recognized by Cincinnati Magazine as a multi-year Five Star Wealth Manager award winner. This award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,667 Cincinnati wealth managers were considered for the award; 427 (26 percent of candidates) were named 2015 Five Star Wealth Managers. (The criteria provided reflect the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
Bob is a 1987 graduate of Miami University (Ohio), receiving a BS in business with a major in finance. In recent years, Bob has been a guest lecturer at the Miami University Farmer School of Business and the Ohio Dominican University Investment Club. Prior to beginning his career as a financial advisor, Bob was a sales representative with General Mills as well as a financial analyst with General Electric Co. He holds the Chartered Financial Consultant® (ChFC®) designation from the American College, as well as his FINRA Series 7, 24, and 63 securities registrations (through Commonwealth Financial Network) and his life and health insurance licenses.
Bob and his wife, Carrie (also a Miami graduate), have been married since 1991 and reside in Mason, Ohio. They have three sons—Lee, Ty, and J.P.—and are active in Crossroads Church. For more than 25 years, Bob has volunteered as a youth baseball coach and is a varsity assistant baseball coach at Mason High School. Bob is also a past board member of Christian Leadership Institute in Colorado Springs, Colorado. He currently serves on the board of Sustainable Medical Missions, a global medical missions organization based in Cincinnati, Ohio.
CLICK HERE to request a meeting with Bob.