Bob Cheatham, CRPS®

Bob Cheatham, CRPS® is the Director of Strategic Marketing for IWA. As a Chartered Retirement Plan Specialist®, he brings over two decades of experience in the financial industry, and as well as public affairs experience with the Department of Defense.

Bob earned his Masters in Public Policy from the University of Southern California (USC), and a Bachelors in Government from Claremont McKenna College. His travels have taken him throughout Europe, Asia, Africa and the Middle East.

In 1994, he launched Fundraise.com, a grant-writing firm serving NGO clients in the US and overseas, and later sold it to a team from MIT. In 2005, he was recruited by Merrill Lynch and earned his CRPS® designation from the College for Financial Planning. His practice grew to serve over 1,200 teachers in 70 school districts, and today he hosts a YouTube podcast for teachers, called the 403bCoach.

Wealth should be a blessing, not a curse. And since you can’t take it with you, I try to encourage others to give generously out of their abundance – not just for a tax benefit – but for the simple act of sharing with those less fortunate. Winston Churchill said, “We make a living by what we get, but we make a life by what we give.”

When I get to inform, educate and equip clients with strategies that help solve their financial challenges – I know I’ve fulfilled my mission.

I’ve been to 34 countries -- so far.