Robert is a registered as an Investment Advisor Representative (IAR) with 20/20 CMI and provides fee based financial planning and fee-based investment services to clients through his relationship with 20/20 CMI.
Robert has extensive experience in the areas of risk management and asset management compliance, trading and due diligence of investments, investment managers including UMA, SMA, fund, ETF, private client programs, investment hedging strategies and alternative investments.
- San Diego State University Graduate Bachelors of Science, Financial Services 1992
- 20+ years broad experience in financial services with RIA’s & Broker Dealers Nationally
- Investment Advisor Representative (IAR) with 20/20 Capital Management, Inc.
- Previous technology, operations and compliance consultant to Ameriprise, AssetMark, Advisors Group, Bank America Securities, Charles Schwab & Co., MFS Investment Management, RBC and Wells Fargo.