Private Wealth Counsel is an innovative wealth management firm located in Alpharetta, Georgia. Our passion is to help clients protect their income, assets and enduring legacies to their families. Through a proactive, educational and hands-on approach, we strive daily to meet and exceed our clients’ expectations. We pride ourselves on maintaining close client relationships, evidenced primarily through the growth of our practice through client referrals.
Bob Tankesley, CPA, CFP
Bob is the Founder of Private Wealth Counsel. His counsel as a retirement strategist involves incorporating tax planning and portfolio management to help clients who are planning for, transitioning into or who are already in retirement. He has created and implemented targeted financial solutions for hundreds of professionals, executives, retirees and business owners as a financial advisor since 1995.
Bob is licensed as a Certified Public Accountant (CPA) by the state of Georgia and is a Certified Financial Planner (CFP) practitioner. Bob is an active member of the Georgia Society of Certified Public Accountants Estate and Tax Sections and the Georgia Chapter of the Financial Planning Association. He passed Level I of the Chartered Financial Analyst (CFA) exam in December 2009 and is currently pursuing passage of Level II.
Bob earned his BSBA (Cum Laude in both Accounting and Financial Management) from the University of North Carolina in Asheville. He also earned his MBA at Appalachian State University in Boone, North Carolina with an emphasis in Finance.
Bob and his wife, Shannon, reside in north Atlanta and are active members of Woodmont Golf and Country Club. Bob enjoys playing golf, reading and traveling.