Bobby Cremins, CFP®, CFA®, CKA Metanoia Financial

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About Bobby Cremins, CFP®, CFA®, CKA

Here’s the long version summed up in five bullets:

1) I started off in finance working at a regional bank, SunTrust, helping people with more transactional needs like opening home equity lines, loans, checking accounts, money market accounts, etc.

2) I found that I really enjoyed finance because it brought numbers to life, but I wanted to build deeper, lasting relationships with clients so I moved into wealth management / financial planning at Morgan Stanley (then Smith Barney)

3) I was recruited to move to Merrill Lynch/Bank of America as the world seemed to be falling apart. I thought I was moving to a more secure financial institution…ha!

4) As I watched what seemed to be the demise of modern finance and capitalism with it, I stumbled onto Biblical stewardship via Crown Financial and Financial Peace University

5) After seeing a different approach to personal finance, I started Metanoia Financial to provide Biblically-based financial planning and advice

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Ideal Clients

  • Christian Faith Based
  • Gen X
  • Medical Professionals
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Fee: 1% AUM ($1,200 Annual Minimum)

 

SEC Records

States Registered

  • Georgia
  • Illinois
  • Pennsylvania
  • South Carolina
  • Texas

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