Bob Frater
Partner Advisor
CFP®
With decades of experience helping clients meet their financial and investment planning needs, Bob Frater, CFP®, is the senior financial advisor for Allworth in the Houston region. Awarded the Houston Region’s CFP® of the Year award in 1997 by the Institute of Certified Financial Planners, Bob has written for several national outlets, including the Houston Chronicle and the Journal of Financial Planning. The author of two books, Invest Today and Taking Charge of your Financial Future, Bob has been invited to speak by organizations ranging from Nieman Marcus to the American Institute of Architects. The holder of a Bachelor of Science degree from the University of Wisconsin, the resident of Houston Heights is married, has two sons, and is a member of several business and community associations in the Houston area. In his spare time, Bob is a dedicated skier, musician, woodworker and Rotarian.
Latest Insights
The Hidden Risk of Letting Taxes Lead Your Investment Decisions
If your portfolio decisions start with “How do I avoid taxes?” instead of “What supports my strategy?”, it may be time for a reset.
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Investing in Alternatives: A Strategic Look at What Belongs in a Modern Portfolio
Before adding gold, private equity, crypto, or real estate to your portfolio, make sure you understand where they truly add value… and where they …
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Love, Loss, and Clarity: The Conversations and Documents Every Couple Needs
If you weren’t here tomorrow, would your spouse know exactly what to do next? Here’s how to help make sure they’re never left guessing.
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