Enjoys playing sports, working out & spending time with family
Joined the financial services industry in 1994
Married his high school sweetheart
Currently resides in West Hills, CA
Will video conference with clients to make it easier
With a life-long passion to help others, Robert gravitated to the financial services industry in 1994 in hopes to make a positive impact on people’s lives. Robert’s mission is to “Create Wealth for Families,” which he seeks to do by providing financial services to clients and helping them pursue their goals. He spent a number of years working with non-profit organizations and churches, educating individuals and families on personal finance. Since joining Trilogy in 2000, Robert has utilized his coaching skills and his optimistic outlook on life to help his clients work towards their financial independence.
Robert believes that you can have anything you want in life by helping enough other people get what they want. Consequently, he is passionate about helping others start and grow their careers in financial services. He also acts as a mentor with the Los Angeles chapter of the organization, 100 Black Man. A dedicated family man, Robert enjoys spending time with his high school sweetheart and their children and getting in the occasional game of golf.
Robert is an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 66 Registration. He holds his Series 6, 7, 24, 51 and 63 Registrations with LPL Financial and holds California Insurance Licenses for Life, Health and Disability. Robert also has his Bachelor of Science in Business Management.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.