Bobby Schafer, CFP®, serves as a trusted advisor for individuals and families seeking clarity and confidence in their financial lives.  

With more than a decade of industry experience—nine of those years as a financial advisor—Bobby brings both depth and perspective to his work. Since earning the CFP® designation in 2017, he has applied a disciplined planning process to help clients define their goals, align their resources, and make decisions that support long-term success.  

Bobby is now a member of the Moneta Advisory Services (MAS) Team, acting as a Family CFO for clients and partnering selectively with those who value collaboration, transparency, and trust. He puts clients first and prioritizes relationships built to last. His move to Moneta has allowed him to serve clients even better, with expanded resources and a team-based approach that enhances the client experience. 

Bobby and his wife live in Clayton, MO, with their three daughters. Active in both family and community, he brings a balanced perspective to his work, grounded in the belief that true wealth is found in the ability to live with purpose and peace of mind. 

• CERTIFIED FINANCIAL PLANNER®