Our Team

 

 
 

 

Bob Voorhees, CFP, Senior Vice President/Investments  

Bob Voorhees, CFP®AIF®
Senior Vice President/Investments

(949) 252-4765 | voorheesb@stifel.com

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Bob Voorhees is a Senior Vice President/Investments with the Voorhees Wealth Management Group.  A graduate of Montclair State University in New Jersey, Bob began his investment industry career with A. G. Edwards in 2002 and joined Stifel in 2016 from RBC Wealth Management.  Prior to making his investing hobby his career, he owned several companies and served in multiple corporate executive officer capacities, both of which provided Bob with extensive international business experience.  In 2006, he completed the comprehensive curriculum to earn his CERTIFIED FINANCIAL PLANNER™ certification.  He prides himself on building long-lasting relationships and on his commitment to keeping his clients informed and educated.

Bob also attained the Accredited Investment Fiduciary® designation.  This program builds on the fundamentals of wealth management – our methodology for developing strategies designed to help clients accumulate, mitigate risk to, and transfer their wealth – with a focus on the duties of good faith and standards of care, insurance reviews, tax strategies, as well as estate planning issues and retirement planning. 

Bob continually furthers his education as part of his commitment to arming himself with the sophisticated knowledge and skills necessary to gain a deeper understanding of his clients' individual financial objectives and address complex financial needs.

Bob is approved as a Portfolio Manager – Solutions Program, which allows him to manage client portfolios in the Stifel Solutions Program on a discretionary basis.  To qualify for the group, he demonstrated a commitment to comprehensively addressing his clients' individual investment needs, complimenting their investment knowledge and portfolio management skills, and maintaining an outstanding record of client service.  In addition, he was named to the Stifel Chairman's Council*, an annual honor recognizing financial advisors for high-caliber performance, professional growth, and leadership in client service.  This honor places Bob among the top financial advisors in the firm.

Bob also serves as a board director for Cantara Design.  He previously served as chairman of the Corona del Mar Chamber of Commerce and was board director prior to becoming chairman.  He is an avid ice hockey player, a casual golfer, and enjoys cooking, traveling, visiting wine country, and sharing nice wine with friends.  He grew up in New Jersey and now lives in Newport Beach with his wife, Cindy, an Episcopal priest and Vicar of St. James Episcopal Church near Lido Island.  Their son, Jason, also lives in the area with his wife, Nicole, and their daughter, Calistoga.

 

*Chairman’s Council qualification is based on being among Stifel’s top-producing financial advisors. The 2020 Chairman’s Council consisted of 248 financial advisors, who were recognized from among the more than 2,200 financial advisors across the nation.