A plan for today, tomorrow and generations to come

The Rumishek Group Team Picture

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

Plans

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Robert A. Rumishek Profile Picture

    Robert Rumishek

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA

    As a licensed investment professional since 1980, Bob combines deep knowledge and sophisticated resources with a modern vision toward helping you create personal wealth planning strategies for today and tomorrow. He implements customized wealth management strategies that help meet the specific needs of his clients. Bob focuses on the four pillars of wealth management: investment management, risk management, liabilities management and the process of passing on wealth from one generation to another. Bob is firmly committed to long-term relationships and strives to deliver exceptional personalized service. As client relationships develop over time, Bob works to implement appropriate investment strategies for changing circumstances.

    Graduating in 1978, Bob holds a Bachelor's Degree in Business Administration from the University of Hawaii in Honolulu. He became a Certified Financial Planner in 1987. He has designed hundreds of customized financial plans and since 1980 his seminars on financial planning have been attended by thousands of individuals. He continues to expand his learning with continuing education through the College for Financial Planning and from UBS Financial Services, Inc.

    In November 2007, Bob was recognized in the Orange County Business Journal as one of the top 30 Financial Advisors in Orange County, California. In April 2012, Bob was selected by Orange Coast Magazine as a Five Star Wealth Manager in Orange County, California.

    Bob is an avid golfer and enjoys traveling. He and his wife, Joan, live in Yorba Linda, California.

     

      • University of Hawaii in Honolulu, Bachelor's Degree in Business Administration
      • CERTIFIED FINANCIAL PLANNER™
      • Senior Portfolio Manager
      One Pointe Drive
      Suite 140
      Brea, CA 92821
    • John J. Cowley Profile Picture

      John J. Cowley

      Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • image
      • AZ
      • CA
      • CO
      • CT
      • FL
      • GA
      • HI
      • ID
      • IL
      • IN
      • LA
      • MA
      • MD
      • MI
      • MT
      • NC
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • SC
      • TN
      • TX
      • UT
      • VA
      • WA

      John Cowley has worked in the financial services industry since 1996.  As a Financial Advisor, he creates personalized retirement plans that act as a client's road map to their financial goals. John meets and talks with clients on an ongoing basis to make certain that their asset allocation reflects any changes life may bring.

      John graduated from the California State University of San Bernardino in 1998 with a Bachelor of Arts in Finance. He has furthered his education by achieving the designation of Senior Portfolio Manager.

      John enjoys golfing and cooking.  He also coaches his children's soccer, baseball and softball teams. John, his wife, Emily, and their two children live in Upland, California.

       

        • California State University of San Bernardino, Bachelor of Arts in Finance
        • Senior Portfolio Manager
        One Pointe Drive
        Suite 140
        Brea, CA 92821
      • Rusty Volkert Profile Picture

        Oreste Volkert

        First Vice President–Wealth Management

        Financial Advisor

        • image
        • image
        • image
        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • HI
        • ID
        • IL
        • IN
        • LA
        • MA
        • MD
        • MI
        • MN
        • MT
        • NC
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA

        Rusty's extensive knowledge of financial planning - retirement, estate, education and asset allocation - compliments Bob's experience to ensure that our group provides comprehensive financial planning to every one of our clients. He also provides consulting services to meet the retirement needs of our corporate and small business clients.

        Rusty began his career in this industry in 2000. He joined the Rumishek Group in 2004 and is competent to assist you in making life-changing financial decisions.

        Prior to working in this industry, Rusty played professional baseball for the Toronto Blue Jays Organization. He pitched for several of their minor league teams over a five-year period. He is a graduate of the University of Southern California with a Bachelor's Degree in Business Administration, with an emphasis in Finance. He is actively involved with the USC Alumni Association.

        Rusty grew up in the neighboring city of La Habra and now resides with his wife, Jennie, and two children in Brea, California. He enjoys fishing, sailing and playing sports.

          • University of Southern California, Bachelor's Degree in Business Administration, with an emphasis in Finance
          • Senior Portfolio Manager
          One Pointe Drive
          Suite 140
          Brea, CA 92821

        The Year Ahead - Sustainable Investing

        Retirement planning

        Retirement planning

        Multigenerational planning

        Multigenerational planning

        Year Ahead 2023

        A year of inflections

        Following one of the toughest years in history for investors, CIO sets its sights on the Year Ahead. Entering what we expect to be a “Year of Inflections,” uncertainty remains high. But for investors with the ability to look through short-term noise, the difficulties of 2022 should make way for longer-term opportunities. Navigating these anticipated inflection points in 2023 will be key to investment success.

        Backed by the strength of UBS

        A global leader in wealth management

        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager

        Insights