Robert Podraza, AAMS®

Robert Podraza, AAMS®

President | Financial Advisor

I'll begin by saying that my friends and clients call me “Bob”. I have been serving families and small businesses as a Financial Advisor for over 12 years, and I have also personally built wealth for myself and my family over time in quality investments. In 2021, I made the leap to independence and founded Robert James Investments to help better serve my clients.

I have a BS degree in Business from the University of Massachusetts, Amherst graduating Cum Laude in 1984. I also earned the Accredited Asset Management Specialist degree from the Board for Financial Planning.

In my 10 years at Edward Jones, I earned the following awards: the Edward D. Jones Sr. Founders Achievement Award, the Ted Jones Entrepreneurial Achievement Award, the Eagle Award, and the Zeke McIntyre Pioneer Award. These awards recognize exceptional achievement in building relationships. As part of the firm's growth team, I received the Field Trainer Award in recognition for Mentoring new financial advisors.

Prior to 2010, I was a Major Account Executive for the Verizon Yellow Pages. Here, I worked with small business owners from “A to Z” for 18 years. I had a friend who was a Financial Advisor, and I became a client. For years he would tell me – “You would be a great financial advisor!” and for years I said no. Then along came GOOGLE and changed the way people sought information. It was quickly apparent that it was time to say YES.

I live in Bedminster Township, about one mile from Kellers Church, where my wife Laurel and I were married 29 years ago in 1995. Laurel is a wonderful wife and mom; she is also the Manager of Information Technology at Central Bucks School District. My oldest daughter Morgan is pursuing her Doctorate at Ohio State University. She also blessed me with my first grandchild, Arlo.  My daughter Claire has a BS from Penn State and is now a Certified Physician Assistant. My son Alexander has a BS in Economics from Penn State and is working in the Underwriting Department at Guardian Insurance in Bethlehem.

I have been a lifelong musician and I enjoy singing and playing the piano and guitar. For my birthday this year, a client restored a 1938 Steinway Baby Grand – a beautiful piano that highlights my conference room and allows me to play often. Music is a real passion of mine, along with some golf and traveling with my family.

I currently serve on the board of the Upper Bucks Chamber of Commerce. I am a longtime member of St. Matthews Lutheran Church in Perkasie and act as Finance Chair on Church Council. I also enjoy spending time as a member of the Quakertown Rotary Group.