Experience

Makes all the difference

Robert "Bob" Brower, CFP CIMA ChFC CFS CLU CRPC CRPS

Senior Vice President–Wealth Management

Financial Advisor

Bob enjoys working. His first job at ten was canvassing neighbors to clean their garages. He is still engaged in organizing people's lives and enjoys delivering to the team's clients the calm that comes from planning their futures. A native of Edmonton, Alberta, Canada he is a 1979 graduate of the University of Alberta with a B.A (Special) in Economics. After joining Paine Webber Jackson and Curtis, Inc. in 1984 the firm was acquired in 2000 by UBS AG. He has remained in the same office ever since.

As you might expect, continuing to hone his craft is important to him and over the years he has worked systematically to acquire numerous professional designations; they are listed below. He would be pleased to share why this might be important to you. Additionally, Bob has earned the UBS Financial Services Inc. titles of Wealth Manager and Portfolio Manager and is an accredited advisor with UBS International, authorizing him to do business with non U.S. clients.

Loyalty to his clientele is paramount and a number of client families have tenure from the beginning of Mr. Brower's career. He believes that risk is more important than return and through planning clients can discover the customized combination of these key factors required to achieve their personal goals. He is resolute in his promise that families can depend on his team and their processes for all facets of their financial lives.

Bob married Maria in 1987. Catherine, their daughter was born in 1993 and is the best example of their love. Linus their Welsh terrier completes the family. They all reside in Ocean Beach, California. Mr. Brower enjoys family life, charity, reading a wide variety of topics, Masters ski racing in SL,GS, SG and DH events, road cycling and a precious few days at the beach.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • FL
  • ID
  • IL
  • IN
  • LA
  • MA
  • MD
  • MI
  • MN
  • MS
  • MT
  • NV
  • OH
  • OR
  • SD
  • TN
  • TX
  • VA
  • WA

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Chartered Financial Consultant
600 West Broadway
Suite 2100
San Diego, CA 92101

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Karen Corey

Client Associate

Registered States:
  • CA
600 West Broadway
Suite 2100
San Diego, CA 92101

Email Me