Regional Vice President
Robert has been helping individuals, families, and business owners achieve simplicity and serenity in their financial lives since 1993. Robert has held a variety of Financial Services roles during the last 26 years. A California Native, he graduated with a degree in Political Science from California State University, Chico in 1990. He began his career as a financial advisor and planner in Northern California and Washington, where he developed a passion for helping clients simplify, clarify and secure their financial lives. His success led him into a Regional Vice President role in 1999 with an innovative mutual fund company, where he served as a mentor and consultant to many financial advisors in Southern California. In 2004 he married the love of his life, Nichelle, and took on a new role as an institutional Sales Vice President for one of the Nation’s largest insurance general agencies. For nearly a decade in that role, Robert was a strategic partner, life insurance subject matter professional and point of sale partner for advisors at numerous institutional financial services firms in the greater Los Angeles area. His experiences working with attorneys and CPA’s fueled his passion for delivering needs based financial planning and advanced strategies to wealthy clients of all walks of life, which naturally led to his pursuit of the CFP® designation in 2016.
Robert lives in Pacific Palisades with Nichelle and their 10 year old son Jason. He is active in the community as a PPBA baseball coach and serves on a fundraising board for Corpus Christi Catholic school. He is an avid golfer, fly fisherman, skier, outdoorsman and private pilot, and enjoys sharing his passions in life with family and friends.