Bob Fitzpatrick has spent more than three decades helping advisors and business owners build better retirement plans. Over the years, he's worked with some of the most respected names in the industry: Merrill Lynch, Oppenheimer Funds, Empower, Paychex and Executive Retirement Plans. He's gained experience from relationship management and client services to wholesaling, plan implementation, and operations.
What really sets Bob apart is his consultative approach. He has a gift for helping advisors look beyond products and paperwork to truly understand what their business owner clients need and how to build retirement plans that make a lasting difference to both the company and its employees.
As a fully remote consultant, Bob connects with advisors and plan sponsors across the country through calls and virtual meetings, bringing the Farmer & Betts commitment to personal service and thoughtful guidance to every interaction.
Meet Bob
Born in southern California and raised in Colorado, Bob studied accounting and finance at Colorado State University in Fort Collins. These Days he calls Parker, Colorado home but, he'll tell you his heart is in Montana. His long-term dream? Two dogs, a log cabin, and a view of the mountains.
Farmer & Betts Third Party Administrator Specialties include Retirement Plan Design, Retirement Plan Administration, 401(k) Plans, 403(b) Plans, Prevailing Wage Plans, Cash Balance Plans, Defined Benefit Plans, Defined Contribution Plans, Defined Benefit and Cash Balance Defined Contribution Combo Plans, Pension Plans, Profit Sharing Plans.