LPL Financial Advisor
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.
LPL Financial Advisor
CA Insurance License #OB56465
1469 S. Harbor Blvd.
Fullerton, CA 92832
Yorba Linda Branch - Monday
Anaheim (Stadium) Branch - Tuesday
Long Beach Branch – Wednesday
Anaheim (Stadium) Branch - Thursday
Fullerton Branch - Friday
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Securities and advisory services are offered 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 Credit Union and Orange County's Retirement & Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Orange County's Retirement & Investment Services, and may also be employees of Orange County's 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 Credit Union or Orange County's Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by NCUA or Any Other Government Agency||Not Orange County's Credit Union Guaranteed||Not Orange County's Credit Union Deposits or Obligations||May Lose Value|