A villager’s child has been made a partner in a financial services firm in North Carolina.
Bogia is the son of Kurt Bogia of the park’s Liberty Village.
Robert Bogia has been named a partner at Fulcrum Capital Partners, LLC in honor of his significant and ongoing contributions to the firm.
Fulcrum Capital Partners is a financial services firm headquartered in Cornelius, North Carolina, a Lake Norman suburb of Charlotte. Throughout the Southeast, they work with small and medium-sized businesses, as well as selected families and individuals.
The organization also offers comprehensive asset management and fee-based financial strategies such as retirement, college planning, and business exit/transition. On referral, the company offers life insurance, disability insurance, long-term care insurance and other financial products and services to business owners, senior executives, individual clients and families.
Fulcrum consultants work with small and medium-sized businesses and have considerable knowledge and experience in establishing and administering employee benefit plans.
Robert Higgins, the firm’s founder, will remain managing partner. He is the company’s lead portfolio manager and has extensive expertise in employer-sponsored pension plans.
“I (Bogia) look forward to working closely with you as the business grows.” He has greatly contributed to our success over the years. Bobby has all the hallmarks of a great financial expert, and I’m happy to see him take on a bigger role within the company,” said Higgins.
Bogia graduated from the University of Delaware with a bachelor’s degree in accounting and finance, where he also played club lacrosse. At the University of Delaware, he met his wife Rachel. Landon is their child. “Helping people succeed financially is more than a job description for me; it’s a passion, and I’m delighted to be a partner in a firm that shares my fundamental principles. “Every day I look forward to growing our business, delivering exceptional service and earning the trust of our customers,” Bogia said.
Summary of news:
- A villager’s son became a partner in a financial services company in North Carolina
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