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Robert Wheatley
Managing Vice President

"I believe you can have anything you want in life by helping other people get what they want."

ROBERT WHEATLEY

Having always been a person who loves to help people, Robert gravitated to the financial services industry in 1994. He spent a number of years working with non-profit organizations and churches educating individuals and families on personal finance. He joined Trilogy in January 2000 and has since been promoted to the position of Managing Vice President. Upon joining Trilogy he became affiliated with National Planning Corporation and is currently with LPL Financial as a Registered Principal and Managing Vice President of Trilogy’s Regional Center in Woodland Hills, CA. He credits his success to his competitive nature and an optimistic outlook on life.

Robert’s mission is to “Create Wealth for Families”. He seeks to do this first by providing financial services to clients and helping them pursue their goals and second, by helping individuals start and grow their careers in financial services. Robert believes that you can have anything you want in life by helping enough other people get what they want.

Robert is a member of The Woodland Hills Chambers of Commerce. His licenses and registrations include the Series 6, 63, 7, 24, and 51 held with LPL Financial, the Series 66 held with Trilogy Capital, Inc. and LPL Financial and also holds California Insurance License for Life, Health and Disability.

Born and raised in Los Angeles, California, Robert has been married to his high school sweetheart, Jacqueline, since 1991. They have two children, a daughter, Micah, and a son, Myles. They are currently living in the family-oriented neighborhood of West Hills, California. He enjoys staying active by playing sports and working out, and spending time with the family.

 Robert's Client Relationships

Robert and his team support a wide variety of clients, but here are some of the groups he has built his practice around.

MEET ROBERT'S TEAM MEMBERS
 
SALLY GOYA 
WEALTH ADVISOR
 

BRIAN SHORTSLEEVE
WEALTH ADVISOR
  
 
CALL ROBERT DIRECT AT
(818) 444-7880 ext. 3602
  Strategic Partners

ASK ROBERT A QUESTION

 

 
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