Financial Assistant
Resume:
Bob Frater, CFP
**** **** **** *****, ***** ****
Houston, Texas 77027-3210
(800) 720-PLAN (7526)
*******@****************.***
SYNOPSIS OF QUALIFICATIONS
Bob Frater is a respected CERTIFIED FINANCIAL
PLANNER practitioner who has provided total
financial planning service for his clients since 1980.
Bob Frater is CEO of Houston Asset Management,
Inc., an independent comprehensive financial
planning firm.
Mr. Frater is founder of the Houston Society of the Institute of Certified Financial Planners (the
precursor of the Financial Planning Association) and has served on the Board of Directors at state and
national levels.
Mr. Frater is a contributing author of the book How to Invest Today published in 1995 and Taking
Charge of your Financial Future published in 1998. He is a Registered Principal with SagePoint
Financial, a broker/dealer firm registered with the Financial Industry Regulatory Authority, Inc.
(FINRA). His clientele include many closely held corporations, executives, and professionals across
the U.S. Mr. Frater graduated with honors from University of Wisconsin, Stout with B.S. in Business
in 1976 and received his CFP certification in 1984.
COMMUNITY AND PROFESSIONAL LEADERSHIP
President - Texas statewide Institute of Certified Financial Planners (ICFP) (1989-1990)
Founder - Houston Society ICFP (1985)
Director for South Central U.S. - ICFP (National Board of Directors 1987-1989)
Adjunct Faculty Member - University of Houston CFP Program (1989-1992)
Arbitrator - National Panel of Arbitrators for the American Arbitration Association (1992-2000)
President and Board Member - Heights Rotary Charitable Foundation (1990-1998)
Director - Houston Heights Rotary Club (Board of Directors 1985-1986)
Chairman - Houston Heights Association Parents for Excellence in Education (1989-1993)
Director - Houston Heights Association (1987-1990)
Director - Main Street Theater (1989)
Finance Council- All Saints Church (1989-1993)
Soccer Coach - N.W. YMCA (1994 - 2000)
Chairman - Heights Library Book Sale (1987-present)
Member - National ICFP Leadership Resource Council (1996-1998)
Member Financial Planning Association and FPA of Houston (2000 to present)
Assistant Scout Master, Troop 924 (1997-2001)
Assistant Scout Master, Troop 104 (2001 to 2006)
White Water Canoeing Instructor, ACA and BSA (1999-2006)
Chairman Heights Rotary Club Foundation Investment Committee (2004-present)
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP and CERTIFIED FINANCIAL P LANNER in the U.S.
Securities offered through SagePoint Financial, Inc., a registered broker -dealer, member FINRA and SIPC. Investment advisory services
offered through Houston Asset Management, Inc., a registered investment advisory firm not affiliated with SagePoint Financial, Inc.
Fixed and/or traditional insurance services offered through Investment Marketing Resources, LP, a company not affiliated with
SagePoint Financial or registered as a broker-dealer or investment advisor.
SELECTED PRESENTATIONS AND PUBLIC APPEARANCES
M.D. Anderson, Pre-Retirement Financial Planning Workshops 1988-2005
Mayor's Showcase of Aging, 1988, 1991
American Institute of Architects State Convention, Houston 1987
ICFP Retreats (Vancouver, Canada and Fort Collins, Colorado)
HL&P, Financial Planning Workshops, 1992 and 1993
South Texas Nuclear Project, Financial Planning Workshops, 1993 and 1994
Neiman Marcus Financial Planning Workshops, 1995
Numerous Rotary Clubs and professional meetings
Several quotes and interviews on Channel 2 (KPRC), Channel 13 (KTRK), CNN 650 Radio
CONGRESSIONAL TESTIMONY
Provided written testimony to the U.S. Senate Banking Committee, April 24, 1993, on behalf of pro-
consumer legislation to protect investors from abuse.
BOOKS
Bob collaborated on the real estate chapters of two books with Dr. Charles Smith - How to Invest
Today was published by Henry Holt & Co. in 1995 and second edition in 1996. Taking Charge of your
Financial Future was published by Contemporary Books in 1998.
OTHER SELECTED PUBLICATIONS AND QUOTATIONS
"Trading Up Is Smart To Do", MONEY, April 1992
"How to Retire on the House," Family Wealth, (from the editors of MONEY) Spring 1988
"Making Your Money Last," New Choices, September 1993
"Planning Benefits," Financial Services Week, April 2, 1990
"Retirement Plans for the Small Architectural Firm," Texas Architect, July-August 1988
"Taking Care of Business," Pest Management, October 1991, pp 16-20
"Winning Gambits, Planning Your Financial Future," Houston City magazine, August 1984
"401(k) Education Journal of Financial Planning, June 1999
Business Building Strategies That Worked," Journal of Financial Planning, October 1996
"Building Rock Solid Client Relationships," CFP Today, December 1993
"Tax Refunds: Bad Money Managing," Houston Chronicle, April 1998.
"New IRAs Can Help Fund College," Houston Chronicle, September 15, 1997
"Sending the Kid to College," Houston Chronicle, February 10, 1987
"So You Want to be a Landlord," Houston Chronicle, July 22,1996
"Time to Check Your Investments," Houston Chronicle, January 1, 1996
"Planning for Retirement Tough But Possible," Houston Chronicle, January 15, 1995
"Feel Guilty about Vacation if You Can't Afford It," Houston Chronicle, July 1995
"Financial Experts Have Plans for You," The Houston Post, February 24, 1994
"Although Not New, Variable Annuities Hot," The Houston Post, January 20, 1994
"Rearrange Finances if You Must Raise Grandkids," Houston Chronicle, November 1, 1993
"Don't Touch Your Retirement Plans or Pay Dearly," Houston Chronicle, January 11, 1993
"Teach Your Children about Cash," Houston Chronicle, July 6, 1992
"Retirement: A Risky Business," Houston Chronicle, December 30,1991
"Baby Boomers Awakening to Plan for Retirement Needs," The Houston Post, April 14, 1991
"Begin Thinking Now about Your Financial Future," Houston Chronicle, April 14, 1991
"Expert Advice on Life in a Slow Economy," The Houston Post, October 7, 1990
"401(k) Loans", Houston Chronicle, November 7, 1995
PERSONAL
Birth date: February 4, 1954
Wife, Kelly is an architect at Thompson-Frater Architects in Madison, WI, Sons: Gordon and Ted
Avid father, skier, musician, canoeist, woodworker and Rotarian.
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