Bob Cheatham

CRPS®, INVESTMENT ADVISOR & FINANCIAL PLANNER

Bob Cheatham is a Chartered Retirement Plan Specialist® and registered advisor representative at Integrity Wealth Advisors, Inc. Ventura Office.  He has a Bachelors in Government from Claremont McKenna College, and a Masters in Public Policy from the University of Southern California (USC).  His travels have taken him to 34 countries around the globe.

Bob got his start working in the Pentagon briefing room, drafting speeches for the Secretary of Defense.  During his four years with Bank of America/Merrill Lynch, he earned his securities licenses and his CRPS® designation.  In 2009 he moved his practice to MetLife/Mass Mutual, where he specialized in serving teachers in more than 65 districts statewide.  In 2020, he moved his practice to IWA, where his 403b University channel on YouTube shares tools and tips with retirees and pre-retirees.

Bob and his wife Beth have three grown children, and three still in high school in Ventura, where they enjoy raising chickens and growing grapes.  In addition to serving on the administrative board of his church, he’s also a trustee for a youth leadership program at Camp Pendleton Marine Corps Base.

The IWA Team

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Our Core Values

THOUGHTFUL INDEPENDENT FIDUCIARIES

Our clients have placed us in a position of trust and we take that duty seriously. As fiduciaries for our clients, it means we follow a high fiduciary standard of care that requires us to put your interests above our own.

YOU CAN TRUST THAT WE WILL ALWAYS:

  • Act in your best interest
  • Be transparent about costs and fees associated with our services
  • Disclose any conflicts of interest that may be present when providing recommendations
  • Help you understand all of the options available to you
  • Provide prudent investment advice
  • Avoid high cost or high commission products
  • Be truthful with you about the risks you take when investing

If you are worried that the advisor you are currently working with may not be acting in your best interest, schedule a meeting with us and get a second opinion. The initial consultation is complimentary and it may help put your mind at ease.

Contact Us
Ventura

196 S Fir St, Ste 140
Ventura, CA 93001
ventura@iwaplan.com
office: (805) 339-0760
fax: (805) 339-0793

Ojai

205 S Signal St,
Ojai, CA 93023
ojai@iwaplan.com
office: (805) 646-3729
fax: (805) 646-0447

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    Integrity Wealth Advisors is a Registered Investment Adviser. This material is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Integrity Wealth Advisors and its representatives are properly licensed or exempt from licensure. Investing involves risk and possible loss of principal capital. No advice may be rendered by Integrity Wealth Advisors unless a client service agreement is in place. Securities offered through LPL Financial, Member FINRA/SIPC.

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