Rob demonstrates a personable yet professional bedside manner that is essential to working with his specialty practice. Rob also brings with him the expertise, knowledge, and understanding of the medical profession allowing him to better serve his clients in helping them to discover and achieve their long-term financial legacy.
Rob frequents and speaks at CME conferences and residency programs in Southern California, San Francisco, and Nevada helping him to remain current and up-to-date on the challenges facing physicians. Robert has been quoted and featured in national and local publications including: The Wall Street Journal, financial websites, and Ventura Boulevard Magazine.
Robert’s credentials include:
• BA, University of Colorado
• Professional designation in Personal Financial Planning PFP, University of California Los Angeles
• Certified Financial Planner (CFP®)
Rob is an active member of his community and enjoys helping others. He works with children’s charitable organizations including the Boy Scouts and the Special Olympics ski and golf Team.
Robert is a native Californian, and is happily married with two young children. He values fitness and a healthy lifestyle, particularly enjoying mountain biking, racquetball, soccer, marathons, and mountaineering.