Rob believes his clients and their families deserve the attention, care, and guidance that can only be provided through a long-term financial partnership. His goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your assets in retirement. By helping clients acquire the information they need to pursue their financial objectives, he establishes long and trusted relationships with his clients. His wealth advisory process is based on fiduciary principles—an approach that puts client’s needs first. Rob believes in regular client communications and ongoing monitoring and reporting which are critical to ensuring clients are working towards their goals and investment objectives.
In the past, Rob was the voice of the “Market Update” on KOOL 104, additionally writes a column for the local paper entitled “Retirement Planning”, and has spoken to many community organizations in his region.
Rob’s credentials include:
• BS Business/Economic, University California Santa Barbara
• Series 7, 63, 66 Licenses
• Life Insurance and Long Term Care Licenses
• Member of the Yuba City Rotary Club
Rob was raised in Marin County, California, and he moved to Yuba City in 1976. He is a retired Navy Commander, and also a member of the Coast Guard Reserve Air Auxiliary. In his free time he enjoys flying, traveling, and fitness.