Bob Gavlak

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

Strategic Wealth Partners, Ltd.

Job Title:

Wealth Advisor


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.


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

Assets Under Management:

$30 million

CRD Number:


Insurance License:


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

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    Retirement Savings, Investing
What's the best thing to do with excess wealth at age 30?
53% of people found this answer helpful

First of all - congratulations! You're doing great taking care of your money and saving for your future.

Since you've already taken care of the "big three" initial steps - matching contributions to 401(k), Roth IRA, and emergency funds - the next step is really up to you.

If you want to save extra money tax-deferred, work towards maxing out your 401(k) contributions. For 2018, that max will be $18,500/year.

If you want to save for "life events" - kids, house, vacations - consider opening up a non-qualified investment account. (If you're comfortable investing just use Vanguard or Fidelity. If you want a little help look into Personal Capital or Betterment. If you want more detailed help, consider looking up a financial advisor.)

If you want to invest in real estate, work towards understanding that market and build up your cash position to be ready to deploy.

If you want to invest in start-ups, consider looking into angel investor groups in your area.

At this point you have great flexibility and a wonderful opportunity to build your wealth for the future. It's a first world problem for sure - but one that is very important to come up with a solution that works for you!

December 2017
    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
2 weeks ago
    Investing, Mutual Funds, Stocks
Should I pay off my credit card debt or invest my cash?
13% of people found this answer helpful
October 2017
    Retirement, Investing, IRAs
Should I start investing in a Roth IRA at 70 years old?
0% of people found this answer helpful
October 2017
    Retirement, Investing, 401(k)
Should I wait until I am 70 years old to retire?
0% of people found this answer helpful
October 2017