About Us

Robert A. Mecca & Associates LLC provides independent, fee-only, financial planning services to individuals, families, and businesses. Review our Mission Statement.

The President of Robert A. Mecca & Associates LLC, Bob Mecca, was born on the west side of Chicago to Italian and German parents. Bob was raised in the Chicago area and taught fundamental Midwestern values like family, faith, trust, and hard work. He breathes these values into every client relationship, ensuring their satisfaction since 1985. To learn more, read Bob Mecca Up Close and Personal.

To help provide services to all our valued clients, we maintain a high-quality support staff. Each staff member provides a unique value along with solid work experience. They share in the Mecca ethic to work hard, be honest, and have a passion to be the best.

To assist our customers with brokerage, insurance, real estate, and other needs, we maintain a professional network of associates. Each associate shares our quality-oriented philosophy and has a proven record of customer service and value.

Education, Licenses, and Registrations

Bob Mecca received his bachelor's degree from Northern Illinois University in 1972, his MBA from DePaul University in 1976, and his Certified Financial Planner (CFP) designation in 1985.

Bob is a Registered Investment Advisor (RIA) in good standing. He is also a long-time member of the Financial Planning Association.

Achievements and Designations

• Listed for two consecutive years in the Guide To America's Best Financial Planners
• Named one of the "Elite Chicago Area Wealth Managers" by the Wall Street Journal
• Corporate Treasurer of a major Chicago-based firm and manager of a prestigious investment portfolio for 15 years
• Chief Investment Officer of a major corporation
• Financial instructor, masters program, Northern Illinois University
• Investment teacher for 20 years including classes at Northern Illinois University, Harper College, District 211, and District 214 (see our list of seminars)
• Past chairman, O'Hare Financial Planning Roundtable
• Past director, Chicago Financial Planning Association
• Interviewed on radio and television, as well as for newspapers and magazines
• Keynote speaker to professional organizations, including the Illinois Retired Teachers Association and Wellness House
• Published author on a wide range of financial topics

Visit our media page for more details on our articles, interviews, and presentations.