About the Author

Bob Veres
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Bob Veres is perhaps the most well-known commentator in the Financial Planning profession, having served as a contributing editor at Financial Planning Magazine, the Journal of Financial Planning, Investment Advisor magazine and the Advisor Perspectives online service.

 

He publishes a monthly periodical called Inside Information for roughly 1,000 direct subscribes and the XY Planning Network membership (group subscription), and writes a monthly column for the National Association of Personal Financial Advisors publication called NAPFA News.

 

He has been a keynote presenter at the FPA National Conference, the Northern California Regional Conference, the T3 Conference, the AICPA Engage Conference, the NAPFA National conference and various TD Ameritrade conferences—along with FPA chapter annual meetings and regional NAPFA meetings.  For some unknown reason, he is one of those people who has a bio on the right side of the Google page when you look for ‘Bob Veres’ on the Internet.

 

He is a winner of the ASBPE’s Albee award for excellence in B2B Media, and the Jesse H. Neal Award for his professional columns, awarded by American Business Media for excellence in the field of specialized journalism.  He has won the Heart of Financial Planning award from the Financial Planning Association, and was granted the Special Achievement Award for service to the profession by the National Association of Personal Financial Advisors.