Robert has been with Salient Wealth Planning Group since 2006. He specializes in wealth management, qualification and taxation, wealth transfers and servicing (401k, 403b). One of Robert’s strengths is in helping individuals significantly reduce their investment volatility. Robert works with clients on cross-disciplinary basis, whereby all aspects of their financial situation are coordinated and reviewed. He strives to educate clients about the markets and how to build, protect and distribute their wealth in the most efficient manner possible.
Robert is a graduate of The California State University of Fullerton. He has a bachelor’s degree in finance and has completed all of his required coursework to become a Certified Financial Planner. He has his FINRA, Series 7, 66, and 63 registrations in California. Life, Disability and Long Term Care licensed. Robert has qualified for President Club or Cabinet achievement levels since the start of his career at Lincoln Financial. These internal awards are based on sales as well as good standing with the firm and FINRA.