Robert A. Mecca, CFP®, MBA

Robert A. Mecca, CFP®, MBA

Vice President, Wealth Management

“There is no double talk and I try to be a man of my word. Clients should always be treated with respect. Being true to self and honest is a good foundation for client service.”

Investment Advisor – 30+ years experience
Financial Advisor – 30+ years experience
Business Owner – 30+ years experience

As Vice President of Wealth Management, Bob brings 30+ years of experience to SFG. He has served as an Investment Advisor, Financial Advisor, and Business Owner. He believes in treating clients with respect and the development of a trustworthy relationship through honesty and integrity. Bob has managed corporate executive investment portfolios and negotiated corporate insurance benefits including medical, workers compensations, property and liability.  

Bob graduated from Northern Illinois University with his Bachelor of Science in Business Administration. He continued his education at DePaul University where he earned his Master’s in Business Administration. He completed the College for Financial Planning Program and earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Bob is not only a wealth management executive, he is also an avid writer with numerous published works including: The Key to a Comfortable Retirement, How to Evaluate and Choose Mutual Funds, Socially Conscious Funds – Are They Worth a Look?, Conservative Moves For the Faint of Heart, Five Conditions for Investment Timing, Animal Will Power, First National Bank of Mom and Dad and more. He has been a six-time recipient of the Five Star Wealth Manager award. 

His passion for helping others caused him to open Barney’s friends, which is a non-profit organization whose mission is to help save God’s innocent domestic animals. His leadership skills helped him to be a Fraternity President, Camp Counselor, and football coach. 

Bob’s Qualifications

  • Education
    • Bachelor of Science in Business Administration, Northern Illinois University, 1972
       Masters of Business Administration, DePaul University, 1976
      The College for Financial Planning Program, 1985
  • Published works
    • “The Key To a Comfortable Retirement”
      “How to Evaluate and Choose Mutual Funds”
      “Socially Conscious Funds – Are They Worth a Look?”
      “Conservative Moves For the Faint of Heart”
      “Five Conditions for Investment Timing”
      “Animal Will Power”
      “First National Bank of Mom and Dad”
      “So Many Mutual funds, So Little Time”
      “Instant Gratification is Not an Economic Principle”
      “Take The Stress Out of Family Finances”
      “Big Earning Wives”
  • Awards and professional distinctions 
    • Five Star Wealth Manager 2012, 2013, 2014, 2015, 2016, 2017
  • Professional designation 
    • *CERTIFIED FINANCIAL PLANNER™ (CFP®)