Robert Anderson, CFP®
Partner, Managing Director

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Robert (Bob) is a Partner and Managing Director in the Beacon Pointe Lake Geneva, WI office. With experience in the financial services industry spanning nearly four decades, Bob began his career in 1987 at a national brokerage firm before transitioning to a regional independent advisory firm, where he honed his client service and planning expertise. In 1999, Bob founded his own advisory practice, which evolved into Voyager Wealth Management, and merged with Beacon Pointe Advisors in 2025. Bob works closely with individuals, families, and small businesses to provide holistic financial planning, investment management, and retirement plan consulting. He is passionate about guiding clients through life’s financial complexities with a disciplined, fiduciary approach.

Bob earned a Bachelor of Arts degree in economics from Northern Illinois University and an associate degree in business from Rock Valley College. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Bob is also an active member of the Financial Planning Association (FPA).

A longtime resident of Lake Geneva, Bob enjoys spending time with his family, including his two sons, attending baseball games, and cheering on both the Brewers and the Cubs. Outside of the office, he can be found at swim meets, on the golf course, or traveling with his wife to explore new destinations.