Robert is an Investment Advisor Representative, a licensed life and disability agent and a Registered Representative with Cetera Advisor Networks LLC, Member FINRA, SIPC.
Since 1985 Robert has been helping families, small businesses and trustees of pension and profit sharing plans with investment, retirement and estate planning.
Robert is a member in the International Foundation of Retirement Educators and holds a Certified Retirement Counselor (CRC) credential.
A native of California, Robert received a BA from San Diego State University and a PFP from University of California at Los Angeles.
CA Insurance License No. 0701871