Soul of Wealth

About Bob Heinrich, CFP®, JD

During Bob Heinrich’s diverse career, he has worked as a mergers and acquisitions attorney, general counsel and then chief operating officer of Fender Musical Instruments, a sports and entertainment marketer, a managing director of a successful financial services company, an estate planning attorney, and certified financial planner.   An analytical thinker by nature, he became increasingly aware that there was a pattern that emerged between solutions to issues that worked and those that did not last.   Successful solutions always involve the presence of absolute clarity and conviction by those people with a vested interested in the results.   This holds true for corporate planning, estate planning, financial planning, and other planning that organizations and families engage in.  Bob realized that the clarity of the professional, while necessary, was not sufficient.   Rather, positive results require that the client have clarity about what is wanted and that all plans align with deeply held goals, values and vision.  This requires a different professional where listening and awareness of personal biases becomes as important as expertise.     It is from this realization that the Soul of Wealth was born in 2016.

Career Highlights:

·         Certified Financial Planner™ since 2011.

·         Estate Planning Partner, Honigman, Miller, Schwartz, & Cohn, LLP, Bloomfield Hills, Michigan.

·         Managing Director, Schechter Wealth Strategies, LLC, Birmingham, Michigan

·         General Counsel and then Chief Operating Officer, Fender Musical Instruments Corporation, Scottsdale, Arizona

·         Mergers and Acquisitions Partner, Goldberg, Kohn, Bell, Black, & Moritz, PC, Chicago, Illinois

·         Law Clerk to the Honorable Joel Flaum, Seventh Circuit Federal Court of Appeals, Chicago, Illinois.

 Education:

 ·         J.D. University of Michigan Law School, Magna Cum Laude, Class of 1985.  Notes and Research Editor of Michigan Law Review

·         B.A. in Economics with High Distinction, University of Virginia, Class of 1982.

 Bob is actively involved in the Detroit Jewish community as a volunteer, a teacher, and a speaker.  He is also committed to the general Detroit community and the need to take a more holistic view of what is important in rebuilding this once thriving area.  Bob is a student of the Jewish mystical tradition and believes that the wisdom of the past can enlighten, rather than conflict with, the modern business and financial worlds.