Robert Ostapower, CPA, CFP® Tax & Financial Planning Professional
Bob provides professional Tax Preparation & Planning services to our clients meaning we have the unique opportunity to offer our clients full tax integration. The complexity of tax and its effect on wealth is significant and we are delighted to provide our clients with a specialist like Bob to help them simplify and manage this area.
Bob has nearly 30 years of experience in financial services and is both a CPA (Certified Public Accountant) and a CERTIFIED FINANCIAL PLANNERTM practitioner. He previously managed a tax practice that served over 600 clients and was also the principal of the financial planning division. Bob offers tax preparation services and will support the investment and financial planning strategies we offer through NetWorth Financial Services.
Bob received his undergraduate degree in Accounting from the University of Georgia and his Master's degree in Finance from Georgia State University. He is a member of the Financial Planning Association of Georgia and the Georgia Society of CPAs.
More About Bob
Bob makes his home here in Johns Creek and has lived in the area since 1989. He and his wife, Teresa, have two children and they are very active in sports and their community. Being very active in his community both personally and as a business partner are very important to Bob. He has been in the Johns Creek Rotary since 2011 and has served two terms as President. Additionally, Bob completed the Leadership Johns Creek program in 2013 and has been active on the board of the Financial Planning Association of Georgia.