Robert Begley has been a Registered Investment Advisor Representative since joining Raymond James Financial Services in 2002. Robert spent the previous five years with Edward Jones Investments in Chino, California. His investment knowledge and background are enhanced by his possession of a California Life Insurance License and California Real Estate License. Robert specializes in:

• Business owners / individual 401(k), defined benefit and defined contribution plans
• Retirement rollover from 401(k), SEP, SIMPLE IRA, etc.
• Financial and estate planning for business owners / individuals seeking sound investment and financial strategies

Robert has been married to his wife, Ellie, since 1988. They have two children, Taylor and Sara. Robert and his family enjoy camping, snow skiing, trap shooting and fishing. Robert believes a strong financial plan requires a solid foundation that includes family, friends and recreation.

Our Mission

Our business is people and their financial well-being. Therefore, in the pursuit of our goals,
we will conduct ourselves in accordance with the following precepts:

Our clients always come first. | We must provide the highest level of service with integrity. | Assisting our client in the attainment of their financial objectives is our most worthy enterprise. | We must communicate with our clients clearly and frequently. | Teamwork - cooperating with and providing assistance and support to our fellow associates - is fundamental to sustaining a quality work environment that nurtures opportunities for unparalleled service, personal growth and job satisfaction. | Continuing education is necessary to maintain the timeliness of investment knowledge, tax law information and financial planning techniques. | Innovation is requisite to our survival in a changing world. | To emulate other members of our industry requires us to continue to work hard; to excel beyond our peers requires us to provide an even higher caliber of service to our clients. | We must give something back to the communities in which we live and work.

Our Pledge

We, the associates of Raymond James, commit our energies, intellect and knowledge to attaining the financial objectives of our clients by providing the highest possible level of services and delivering superior investment alternatives. We believe that putting the financial well-being of our clients first ultimately serves the best interests of our shareholders, our communities, and ourselves. Remaining responsive to the needs of our clients in a financial environment characterized by constant change is our connecting challenge.