Financial Advisor
Registered Principal
Robert has over 20 years of financial services experience. In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, Robert is a General Securities Principal and licensed insurance agent. Adhering to a conservative investment philosophy, Robert assists his clients in meeting their financial goals including retirement, tax-efficient investing, education savings and wealth transfer.
Because of his insight and experience, Robert has been quoted by Reuters, Bloomberg, The Wall Street Journal, Investor’s Business Daily, Investment News, and Wealth Management magazine.
Robert served as chairman of the Investment Advisory Committee for the City of Orange for 12 years. He is a member of the Financial Planning Association, is active in his church and participates in various community projects.
Robert was graduated from USC and received his bachelor's degree in business. He was born and raised in Southern California, and now resides in Orange with his wife, Sunita, and two sons. In his spare time, Robert enjoys a friendly game of golf, travel and hiking.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
