Bob Lagonegro, CFP^®, CTFA

Tri-Cities, WA

At HFG, Bob is responsible for developing and managing client relationships and bringing a broad array of investment services to meet the needs of families and small businesses. He helps clients build retirement strategies rooted in evidence-based investing, maximizing Social Security and tax benefits, and creating sustainable savings plans that support a fulfilling retirement. His approach ensures that clients not only retire comfortably but do so with confidence, knowing their financial future is secure.

Before joining HFG in 2005, Bob spent 14 years as an operations supervisor in the insurance industry, where he gained firsthand insight into risk management and long-term planning. He earned his Business Administration – Finance degree from the University of Washington, followed by his Certified Financial Planner™ (CFP^®) designation in 2009 and his Certified Trust and Financial Advisor (CTFA) designation in 2021.

Bob and his wife, Tina, are proud parents of four children, three of whom are currently in college. They are active members of Bethel Church, where Bob also serves on the Finance Commission. Outside of work, he enjoys spending time with the family, travelling and playing golf and tennis together. He is an avid reader with a particular interest in finance and macroeconomics—both current trends and historical perspectives.

Areas of Expertise

Education and Certificates

Business Administration – Finance – University of Washington

Favorite Quote/Fun Fact

“Where there is no vision, the people cast off restraint.”

Proverbs 29:18

Email: robert@hfgtrust.com
Phone: 509.416.5507
Social: LinkedIn