Rob serves as a Wealth Manager, working directly with clients to develop and maintain comprehensive financial plans addressing all aspects of financial life including investments, tax planning, risk management, retirement, employee benefits, estate planning and real estate.
Rob brings more than 35 years of experience in the financial services industry to his clients. Prior to joining Creative Planning, Rob was a Managing Director at an independent investment firm where he served high net worth individuals and families. Rob has spent his entire career in the financial services and investment management industry and has developed an in-depth knowledge of helping clients achieve their goals.
Rob earned a Bachelor of Arts degree in Business from San Francisco State University and a Master of Business Administration from Golden Gate University, graduating with honors from both universities. Rob is also a CERTIFED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Rob enjoys hiking, reading, writing, traveling and spending time with his family.
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