Bob Gavlak

CFP®
Personal Finance, Retirement, Lifestage Based Planning
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“As a wealth advisor with Strategic Wealth Partners, Bob Gavlak assist his clients in formulating a plan for reaching all of their retirement goals.”
Firm:

Strategic Wealth Partners, Ltd.

Job Title:

Wealth Advisor

Biography:

Bob Gavlak is a Certified Financial Planner professional and Wealth Advisor at Strategic Wealth Partners. Bob employs a holistic approach when working with his clients, ensuring that all aspects of an individual's financial needs are taken care of. He specializes in working with young professionals and pre-retirees through personal interaction, helping to build the ideal plan for navigating a broad range of financial situations.

Bob graduated from Case Western Reserve University with a BS in Business Management. An entrepreneur at heart, he started Fresh Fork Market, a company that connects local farms to consumers, while still in college. When farming lost its luster, he turned to helping young professionals and pre-retirees navigate their financial lives. Bob enjoys the challenge of navigating complex financial situations while simultaneously ensuring that the appropriate risk management strategies are in place.

A lifelong wrester and three-time Academic All-American in college, Bob still avidly follows the sport. He also enjoys golfing, running, discussing Cleveland sports, and spending time with his family. He lives in Delaware, Ohio with his wife, Heather, and their three children, Grace, Mitch and Andy.

Education:

BS, Business Management - Finance Concentration, Case Western Reserve University

Assets Under Management:

$30 million

CRD Number:

5686543

Insurance License:

#795947

Videos
  • Retirement Education - INTRO - Episode #001
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October 2017
    Personal Finance

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    Debt, 401(k), Taxes
If get a loan from my 401(k), do I have to include it on my tax return when filing my taxes?

This is a quick, simple answer - no. You do not need to include that on your taxes.

One of the major benefits of a 401(k) is that you can take loans from the plan. These need to be repaid, but the initial loan is not subject to credit approval or taxation.

Just be sure to be smart with the proceeds!

last month
    Estate Planning, Taxes
Will the money from the sale of my mother's home be considered an estate gift, even though she is still alive, since I am the recipient in her will?
50% of people found this answer helpful
March 2018
    Career / Compensation, 401(k)
I mistakenly contributed too much money to my 401(k) account; can I withdraw some of my contribution so I'm eligible for my employer's match?
100% of people found this answer helpful
March 2018
    Retirement Savings, Investing
What's the best thing to do with excess wealth at age 30?
53% of people found this answer helpful
December 2017
    Debt
Should I pay down the negative equity on my old car or save up for a down payment?
0% of people found this answer helpful
October 2017