Our Qualifications

Bob Butera, has over two decades of experience in the investment and financial planning profession. He is a Certified Financial Planner, and Registered Investment Advisor. Bob has extensive experience working with individuals, as well as public and private employees. His areas of focus include comprehensive retirement planning, investment selection and portfolio management.

In an effort to eliminate conflicts of interest, Bob offers his services on a fee-only basis. He does not accept commissions or other compensation from investment product companies, instead working directly for his clients.

Bob is a charter member of the Financial Planning Association, and is in good standing with the CFP Board of Standards.

At certain places on our website we offer direct access or ‘links’ to other internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Butera Capital Management. Butera Capital Management does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. Butera Capital Management does not necessarily endorse or recommend any commercial product or service described at these websites.