Bob's Qualifications

Bob Cheatham is a Financial Services Representative and Chartered Retirement Plan Specialist® designation holder with a wealth of unique experiences and skills that help his clients navigate their financial life. 

An Eagle Scout, Bob started his formal career in the Pentagon where his duties included writing speeches for then-Secretary of Defense Dick Cheney.  By age 22, his work and travels had taken him to more than 30 countries around the globe. 

Bob graduated from Claremont McKenna College with a Bachelors in Government in 1991, and went on to earn a Masters in Public Policy from the University of Southern California in 1993.  He founded a consulting firm, Fundraise.com, which grew to serve charities on four continents before he sold it to pursue a career in financial services.

In 2005, he was recruited by Merrill Lynch in Oxnard, where he discovered his passion for helping fellow entrepreneurs, business owners and retirement-minded clients plan for their future. When Merrill Lynch was bought out by Bank of America in 2009, Bob began seeking a new home for his clients that would offer a broader spectrum of services than just investment advice. He found it in MetLife Premier Client Group of Southern California, which has now become MassMutual Greater Pacific.

Through the firm's registered investment adviser, broker/dealer and insurance channels, Bob helps his clients safely navigate a path to achieving their goals, be they for the next month or the next generation. He is committed to putting the needs of clients first through personal integrity and exceptional client experience. 

In his spare time, Bob works with several charities he strongly believes in.  He serves on the Advisory Board of the Community Memorial Healthcare Foundation, and was named Downtown Ventura's Rotarian of the Year in 2008.  Bob & his wife Beth live in Ventura with their four school-age children: Cory, Cameron, Brie & Maverick.

 

Securities, investment advisory, and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

 

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.  Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org. 10960 Wilshire Blvd., Suite 2100, Los Angeles, CA 90024

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