Bob Coyle
Financial Professional

"We strive to understand what is important to you, so that we can help you make smart decisions about your money." Bob Coyle has more than 25 years of experience in the financial investment and insurance industries. Bob started in the insurance industry at Equitable Life Insurance where he worked his way through the company gaining knowledge and experience.

While working with Equitable, Bob recognized that many of his insurance clients were asking him about helping them with their future financial needs. Bob saw an important need to help guide and educate his clients, so he markets under Coyle Retirement Solutions. Bob realizes the importance of understanding his clients financial dreams and goals, for them to understand their portfolios and to have an understanding of the fees they are paying.

Bob is a Registered Representative and licensed for all general securities and insurance products. Whether your goals are planning for retirement or college, or looking for life, disability or long-term care insurance, Bob has the experience and knowledge to help you. Bob brings all of his financial and business experience, with an honest and ethical approach, to guide his clients as they work towards their financial goals.

Bob lives in the Orange County area with his wife and their two children. He is active in his church, the Influencers West men’s ministry and enjoys spending time with his family and golf.

 Maria Martinez, CRTP, RTRP, RLP®

 Client Services Manager 

 Maria earned her B.S. in Business Administration with an emphasis on Accounting.  She has also earned   her tax license.

 Maria has been with my firm since 2019.  She has been in the client services, tax and financial services   industries since 2015.  Maria handles all client needs and enjoys the relationships she builds with our   clients.