Robert is a Certified Financial Planner and founding partner of Equity Masters Group and The Action Foundry. Over the last 20 years, Robert has helped his clients make wise decisions on how to invest their “hard earned money.” Robert focuses his practice on providing comprehensive solutions in the areas of investments, insurance, wealth management, tax strategies, estate planning and executive benefits.
Financial planning is a relationship business, says Robert, and I enjoy working closely with my clients to safeguard the financial futures of their families and businesses. Although every client’s situation is unique, each one shares the common need to accumulate wealth, provide for a rewarding retirement, guard against unforeseen misfortune and liability, and plan for the tax efficient distribution of their legacy. In order for businesses to recruit and retain top executives and qualified employees, they must provide appropriate incentives and benefit programs. I help create peace of mind for employers by crafting business continuation and risk management plans to ensure that the operation of their company can endure even the loss of a significant employee.
My responsibility is to bring together solutions to complex problems, and then carefully implement and diligently monitor the strategy to help my clients achieve their goals. I want my clients to enjoy the peace of mind that comes from having their financial affairs in order.
Robert is eminently qualified to guide his clients in their pursuit of financial independence. Robert graduated from the College for Financial Planning and the Prestigious Wharton Business School Executive Program. He holds a Certified Financial Planner designation, as well as a Chartered Life Underwriter designation. Robert is a Graduate Estate Planning Consultant, a charter member of The Institute of Certified Financial Planners, The International Association for Financial Planning and a member of the California Tax Education Council. Robert also holds NASD license Series 7, Series 24 and Series 63. He has been recognized as one of the Top 200 Advisors in America by Linsco/Private Ledger.
Robert lives with his wife Lori and their two children Samantha and Nicholas in Huntington Beach, CA.