Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bob began his career in Financial Services in 1979, after spending over 7 years as a College Financial Aid Administrator. With a bird’s eye view of the financial circumstances of a cross-section of the population, it was an easy transition in engaging prospects in discussing their financial needs. Being a graduate of UNC Chapel Hill, with a Bachelor’s Degree in Math Education, and teaching math for 5 years with the Charlotte-Mecklenburg Schools and (part-time) at Central Piedmont Community College, the “educator” basics have endured in making the general public aware of the instruments, strategies, and individual applications available. Bob has conducted agent training within the insurance industry for decades. His Graduate Degree in Guidance & Counseling (UNC-Charlotte) provides a unique background in fostering his genuine financial counseling approach, opposed to “selling” financial services. Bob has more than 4 decades in assisting thousands of clients. He lives in Charlotte, with his wife Beth. He has 2 children—one an attorney, and the other who also provides financial services—and three grandchildren. Bob stays abreast of changes in the financial services industry, and maintains an affiliation with the top carriers, allowing him to find the best values available for his loyal clientele. That’s why they stick with him—honesty, objectivity, maintaining personal contact, and providing first-class service for the best interests of his valued clients! Email: bob.long@benchmarkigroup.com Address: 7300 Carmel Executive Park Drive, Suite 330, Charlotte, NC 28226 Phone: (Office) (704) 527-3993 (Cell) (704) 641-2510 Fax: (704) 527-7371