Regional Vice President
Robert has been helping individuals, families, and business owners achieve simplicity and serenity in their financial lives since 1993. 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 Consultant, and became a mutual fund wholesaler in 1997. In 2004, he took on a new role as an institutional Sales Vice President for one of the Nation's largest insurance general agencies. 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. Robert obtained his CERTIFIED FINANCIAL PLANNERTM professional certification in 2016.
Robert lives in Pacific Palisades with his partner and their 12-year-old son. 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, amateur chef and private pilot, and enjoys sharing his passions in life with family and friends.