About Us

Helping people develop a road map to find their path is the top priority for Robert when working with his clients. He understands that each family's situation is unique and strives to blend his insight and experience with their ambitions. He also believes it is important to know each client's situation thoroughly, taking careful time for conversation in order to gain a meaningful sense of their desires and aspirations.

Robert has been in the financial advisement industry since 1994, and holds both the series 7 and 63 securities registrations. He holds a Bachelor of Science degree from Cal Poly Pomona in Real Estate, Finance and Law and is also a member of Financial Services Institute (FSI). He appreciates the time spent with his family, mountain biking and classic cars.

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser.