Growing up as the son of a small business owner and an educator in Silicon Valley, Robert witnessed a very important lesson that still motivates his passion for working with his clients and their families today. With a myriad of financial decisions that modern society has laid at our doorstep, even the smartest and the most talented people often struggle to maintain a suitable work-life balance. As a result, they often need a experienced partner in one of the most important aspects of their lives. By leveraging Robert's expertise to navigate the increasingly diverse financial landscape, decision makers can win back time. He creates a custom framework to guide the allocation of their two most valuable resources: the first being time and the second being money.

As an independent Financial Advisor serving clients in the states of California, Indiana and New York, the primary focus of his practice is guiding business owners and families in the creation of their financial legacies utilizing the tools of behavioral finance, portfolio management and risk management. He is a graduate of California State University, Sacramento College of Business Administration with a concentration in Finance.