As a financial advisor, Robert is dedicated to helping clients meet their financial needs. Whether they are an individual planning for retirement, saving for children or grandchildren’s educations, or looking to preserve wealth, he can help clients work toward their goals. For clients who are business owners or human resource managers looking to build or review retirement plans, he would love to help make sure the perfect plan is chosen for employees. Robert enjoys getting to know each of his clients and working with them to help them achieve their unique financial aspirations. Before entering the financial services industry, he graduated from Tulane University with a degree in political science. Thirty-five years later, he is a senior vice president with RBC Wealth Management in Newport Beach, California. Robert takes great pride in working for a firm that puts his clients first.
Robert’s mission is to help each of his clients plan for a financial future in a way that best meets their goals. He spends quality time with clients discussing the various financial strategies that can be designed to meet their unique situations. This enables him to not only build client wealth, but it also helps makes sure that this wealth can be preserved.
Robert and his wife, Elyssa, live in Irvine, California. In his spare time, he loves reading, cooking, spending time with his family, enjoying time outdoors in the beautiful California sunshine and learning to surf. Robert looks forward to extending his services to you and your family.
