# ROBERT BISHOP FINANCIAL PLANNING & SERVICES

ROBERT BISHOP FINANCIAL PLANNING & SERVICES is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/bob-bishop-b3947019

## Regulatory record

- **CRD number:** 142192
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142192

## About

ROBERT BISHOP FINANCIAL PLANNING & SERVICES is a state-registered investment adviser in Tampa, FL. The firm manages approximately $9 million in regulatory assets. It has 1 employee and 1 investment adviser.

## People

- Robert Bishop — Founder

## Questions

### How does the firm source proprietary deal flow?

As a personal financial planning practice, the firm does not pursue proprietary deal flow. It offers retail investment management and planning services using standard market instruments.

### What services does the firm offer?

The firm provides financial planning, investment management, retirement planning, and insurance strategies. It targets individual consumers rather than institutions.

### What is the firm's geographic footprint?

No office locations are publicly disclosed. The firm name does not suggest a specific geography, and no addresses are available.

### What investment stages does the firm typically target?

The firm does not engage in venture or private equity stage investing. Its investment activities are limited to public market instruments within personal accounts.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/robert-bishop-financial-planning-and-services

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