Robert focuses on helping his clients accumulate, preserve and distribute wealth. His dedicated focus and commitment to his clientele’s financial future is paramount in providing excellent service.
His hard work ethic, non-stop drive, dedication and customer service skills were developed early in his career. Robert served on an Engine Crew with the U.S. Forest Service in the Angeles National Forest, and, after graduating from the Rio Hondo Fire Academy in Whittier CA, he was asked to join the Dalton Hot Shots firefighting crew in chasing and suppressing wild land fires throughout the Western Region.
Following his years in the U.S. Forest Service, Robert held positions of increasing responsibility in the Information Technology Industry and culminating in the position of District Manager in the Los Angeles Area. It was his desire for knowledge of computers and their integration in the work place that challenged him to advance his career as a technician. Robert was also recognized as the recipient of the Western Regional Customer Service Award. It was his excellent management styles and skills that assisted his staff in their promotions to System and Network Engineer. Always seeking what was best for his staff and his customers. It is these qualifications he brings to financial services industry for the benefit of his clients.
Robert started his Investment Services career at Trilogy Financial Service and with National Planning Corporation in 2001 and now with LPL Financial he continues to assist his clients in developing and maintaining financial independence by implementing financial plans to pursue their financial goals.
It’s been Robert’s passion to help as many people as possible and he has earned the title of Financial Advisor and Investment Advisor Representative. As a fee based advisor, Robert has the ability to choose what is best for his clients, constantly evaluating and knowing their risk and financial goals, and making adjustments when needed as life events happen.
Robert holds the FINRA Series 6, 7, and 63 registrations with LPL Financial, the Series 66 registration with Trilogy Capital, Inc., and also hold California Insurance Licenses for Life, Health and Annuity products since 2002. Robert is a current member of Business Networking International (BNI) where he maintains business relationships with other business professionals in various industries.
Robert is a father of four adult children Anthony, Brittney, Alicia and Steven and has resided in Glendora, CA with his wife Sheryl for over 20 years.