Bob Gavlak, CFP®

Family Man & CEO

Bob Gavlak strives to be more than just an advisor — and is grateful for his role as a trusted ally who can be leaned on at any time. Bob and his wife Heather have 3 kids (Grace, Mitch, and Andy), plus a dog (Poppy), two cats (Betty & Bruce) and a collection of chickens (too many to name).

When he’s not spending time with the fam, you’ll find Bob coaching wrestling at the local middle school, enjoying a beer, or getting in some time in the gym. Fun fact: You may have seen Bob and Heather on an episode of HGTV’s House Hunters back in 2014.

What does Balance mean to me? “Balance means being able to care for my clients, family, and self in a way that allows each to thrive, without sacrificing the attention each deserves.”

Bob has over 15 years of experience in the industry, starting out as a young admin and working his way up to starting his own practice. As a CFP® professional, Bob has a fiduciary responsibility to his clients – which is a fancy way of saying that his default is to care for his clients the way he would for his own family.

As the founder and CEO of Balance Wealth, Bob wants to live that vision on a daily basis. Balancing the required detail and care that financial planning needs with the real human lives we all lead in an effort to create a place that does the work well, but does it with meaning.

Some of Bob’s favorite (and least favorite) things:

  • Favorite food: donuts
  • Least favorite food: olives
  • Favorite drink: a nice IPA or fresh cup of coffee
  • Favorite sports team: Cleveland Browns
  • Least favorite sport: basketball

Contact

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Contact

Main Office:
1554 Polaris Parkway, Suite 325
Columbus OH 43240
Phone: 800-551-7787

Montrose Office:
210 E. Main St
Montrose, CO 81401
Phone: 800-551-7787

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