Robert has guided his clients and their families to live their most meaningful and fulfilling lives through financial planning since 1986. He began his financial planning career with IDS Financial Services, Inc./American Express Financial Advisors, now known as Ameriprise Financial, as managing principal and senior financial advisor. He then transferred his practice to an independent Broker/Dealer, LPL Financial in 2006, member FINRA/SIPC as a Certified Financial Planner™ Practitioner and Managing Principal.
Robert graduated in 1971 from the University of Tulsa with a B.S. in Finance and earned the Certified Financial Planner™ (CFP® certification in 1990. He has been a member of Investment Management Consultants Association® (IMCA) since 2006, and was awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies® in 2009. Attainment of the AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.
He holds his insurance license with the state of California (CA Insurance License #0704403). He resides in Orange County with his wife, Deborah. They enjoy ballroom dancing and world travel.