Robert Miera is a CERTIFIED FINANCIAL PLANNER™ professional and holds his Series 7 and Series 66 registrations along with a California life insurance license. He earned his bachelor's degree from UCLA and completed his CFP® education coursework at Northwestern.
Robert works with individuals and families who want a clear, coordinated plan for their money rather than a collection of separate accounts and decisions. He prioritizes clarity about where clients are headed and the decisions that will get them there, rather than focusing conversations on the past. Much of his work involves helping clients gain clarity of their finances by uncomplicating situations that have grown complex over time.
He joined Salient in 2019, after working at a firm specializing in long-term care and disability insurance planning for executives. He was born and raised in the South Bay and is currently living there with his wife, two children, and family dog. Outside of work he enjoys mountain biking, golf, and spending time with his family