Principal

About Us

Growing up as the son of a small business owner and an educator in Silicon Valley, Robert witnessed important lessons that still drive him today. Robert's clients deal with a myriad of financial decisions each day and even the smartest and the most talented often struggle to maintain a suitable work-life balance. This is where Robert can help. By leveraging his expertise to navigate the increasingly diverse financial landscape, Robert's clients win back time. He creates a custom framework to help them allocate their two most valuable resources: time and money.
Robert serves clients in California. He focuses on comprehensive financial planning and wealth management for business owners and their families. He is passionate about financial education and helping people work toward financial success.
In his free time, he can often be found enjoying the outdoor and social aspects of the Greater Sacramento area with his wife and children.
Robert is a graduate of California State University, Sacramento College of Business Administration with a concentration in Finance. He holds a FINRA Series 7 and Series 66 securities registrations, as well as his Life & Health Insurance licenses.