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Scams are on the rise. Note that we will never reach out to you and ask for a one-time passcode, card number or CVV, username or password. To safeguard your identity and protect your finances, if you receive a call, text, or email that asks you for this information, hang up or don’t reply; otherwise, you may lose funds. Call us directly at 888 354 OCCU (6228).
Meet Robert Kirkland
Get to Know Your LPL Financial Advisor
Meet Robert Kirkland
Get to Know Your LPL Financial Advisor
Robert Kirkland
LPL Financial Advisor - CA Insurance License #OB56465
Serving: Anaheim, Fullerton, Yorba Linda
Appointment: Request Now
Phone: (714) 885-7523
Email: rkirkland@orangecountyscu.org
About Robert
As a member of a military family, places from Arizona to Michigan, and Guam to Germany were called home before Robert eventually settled in Southern California. Having been exposed to many cultures through his travels at a young age, he developed a diverse perspective when it came to understanding the unique needs of everyday people.
Early in his financial career, Robert fostered his method of helping people with their loans and basic financial needs while at Norwest Financial. During that time, his fundamental belief that everyone can benefit from a fresh perspective and customized, trusted advice began to take shape, ultimately becoming a foundation for his advising style.
A core principal of Robert's style is that it is not enough to do things right, but more importantly the right things must be done. With that in mind, he became a financial advisor at Wells Fargo Advisors in 2009, where he focused on helping his clients gain a better understanding of their own financial world and how they can be more efficient in reaching their goals. With more than 20 years of experience, his tried and true belief that the solutions built together today are only the beginning of a long-term relationship to help stay on-track.
Robert earned a Bachelor of Arts degree in Political Science from the University of Redlands. He holds Series 7 and 66 registrations with LPL Financial and is also a licensed life insurance representative.
When he's not advising Credit Union Members, Robert feeds his passion for sports like basketball and skiing, and makes time to savor the beautiful Southern California outdoors.
Robert Kirkland
LPL Financial Advisor - CA Insurance License #OB56465
Serving: Anaheim, Fullerton, Yorba Linda
Appointment: Request Now
Phone: (714) 885-7523
Email: rkirkland@orangecountyscu.org
About Robert
As a member of a military family, places from Arizona to Michigan, and Guam to Germany were called home before Robert eventually settled in Southern California. Having been exposed to many cultures through his travels at a young age, he developed a diverse perspective when it came to understanding the unique needs of everyday people.
Early in his financial career, Robert fostered his method of helping people with their loans and basic financial needs while at Norwest Financial. During that time, his fundamental belief that everyone can benefit from a fresh perspective and customized, trusted advice began to take shape, ultimately becoming a foundation for his advising style.
A core principal of Robert's style is that it is not enough to do things right, but more importantly the right things must be done. With that in mind, he became a financial advisor at Wells Fargo Advisors in 2009, where he focused on helping his clients gain a better understanding of their own financial world and how they can be more efficient in reaching their goals. With more than 20 years of experience, his tried and true belief that the solutions built together today are only the beginning of a long-term relationship to help stay on-track.
Robert earned a Bachelor of Arts degree in Political Science from the University of Redlands. He holds Series 7 and 66 registrations with LPL Financial and is also a licensed life insurance representative.
When he's not advising Credit Union Members, Robert feeds his passion for sports like basketball and skiing, and makes time to savor the beautiful Southern California outdoors.
Your Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code below for more detailed information.
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The financial advisors of Orange County's Wealth Management are registered with and offer securities and advisory services through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/ SIPC). Insurance products are offered through LPL or its licensed affiliates. Orange County's Federal Credit Union and Orange County's Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Orange County's Wealth Management, and may also be employees of Orange County's Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Orange County's Federal Credit Union or Orange County's Wealth Management. Securities and insurance offered through LPL or its affiliates are
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