Over the past thirty years, Robert has successfully navigated his clients through several of the most challenging Financial markets in history. As Senior Vice President with the world's premier wealth management firm, he continues to provide investment management and financial advice to a wide range of individuals, corporations, foundations, endowments, trusts, families and retirement plans. His central focus is to construct and manage successful investment portfolios which will provide Income, growth, and stability for each, and every client. His Investment portfolios are personalized, client specific, and structured to prosper in today's extreme volatility and uncertain economic environments.
Robert received his Master of Arts Degree in Management from The University of Redlands in 1986, and completed his Bachelor of Science Degree in Business Administration from San Diego State University in 1980. He maintains a Series Seven Securities license, and is designated as a Wealth Advisor and Senior Portfolio Manager though UBS. He is also a Registered Investment Advisor, and has advanced training in Financial Management and Estate Planning.
Robert met his wife Debra in college, and they have been married for the past 40 years. Debra is a devoted Mom, and creative artist. Debra has a Bachelor of Arts Degree in Art from California State University Long Beach, and enjoys her career as an artist and illustrator, specializing in detailed Pen and Ink line illustrations. Robert and Debra have a son named Tanner, who recently received a Bachelor of Science degree in Computer Information Technology.
Robert and his family attend Cornerstone Bible Church in Glendora California. Robert is also a member of Glendora Country Club, where he has served two years as the Club's Treasurer, and one term on the Club's Board of Directors.