A participating member of our Investment Policy Committee and with our firm for 15+ years, Robert is an integral part of our investment and advanced financial-planning team.
Robert possesses substantial experience in creating complex financial plans and reports that both integrate intricate tax and investment scenarios and model future cash flows. All of this helps clients quickly visualize their financial future, projected until age 100, and understand how taxes, expenses, and liabilities today can impact their future assets and income.
If customization is what you need, Robert is able to assist with reports tailored to your individual situation and requirements.
Additionally, Robert leads our trading execution and drives our initiative to improve technology in our portfolio management systems—an effort geared toward more seamless trading, which can improve portfolio performance over time.
- UC Santa Barbara– BA Economics and History
- Series 7 and 66 Securities Registrations held through LPL Financial