Phone: (678) 319-0111
Cell: (678) 319-0185
robertostapower@networthfs.com
Robert Ostapower, CPA, CFP®
Tax & Financial Planning Professional
Bob Ostapower, CPA, CFP®, has over 20 years of experience in financial services and is both a CPA (Certified Public Accountant) and a CFP® practitioner or CERTIFIED FINANCIAL PLANNERTM practitioner.
Bob provides professional tax preparation and planning services to our clients, meaning we have the unique opportunity to offer our clients full tax integration. The complexity of tax and its effect on wealth is significant and we are delighted to provide our clients with a specialist like Bob to help them simplify and manage this area.
Bob has more than 30 years of experience in financial services and is both a CPA (Certified Public Accountant) and a CERTIFIED FINANCIAL PLANNERTM practitioner. He previously managed a tax practice that served over 600 clients and was also the principal of the financial planning division. Bob offers tax preparation services and will support the investment and financial planning strategies we offer through NetWorth Financial Services.
Bob received his undergraduate degree in accounting from the University of Georgia and his master’s degree in finance from Georgia State University. He is a member of the Financial Planning Association of Georgia and the Georgia Society of CPAs.
More About Bob
Bob makes his home here in Johns Creek and has lived in the area since 1989. He and his wife, Teresa, have two children and they are very active in sports and their community. Being very active in his community both personally and as a business partner are very important to Bob. He has been in the Johns Creek Rotary since 2011 and has served two terms as president. Additionally, Bob completed the Leadership Johns Creek program in 2013 and has been active on the board of the Financial Planning Association of Georgia.
Services From:
NetWorth Financial Services
Getting Started:
How the Process Works
Getting started is easy with Phase I—discovery. We start by uncovering your most heart-felt goals and desires for yourself and your family, followed by Phase II the creation of a customized strategy just for you. From there we meet and refine your strategy, then move forward to implement. Throughout the year we monitor & adjust, meeting annually to formally review. In fact, the process of working together is circular and designed to last throughout your lifetime as your family goes through marriages, births, deaths and other life events that require a change of plan.
Explore the Many Aspects of NetWorth Financial Services
Contact Us:
Schedule a Complimentary Meeting
We would love to meet with you to discuss your financial situation and your retirement. We invite you to contact us, give us a call at (678) 319-0111 or fill out this form and we will reach out to you as soon as possible. We look forward to meeting you.
