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 of helping others, Robert gravitated to the financial services industry in 1994 to positively impact people’s lives. Robert’s mission is to create generational legacies and build financial freedom by helping individuals pursue their goals and prepare for their future. He has 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 optimistic outlook on life to help his clients work toward their financial freedom.
Robert loves seeing others succeed in all facets of his life, personal, professional, and those he assists on a volunteer basis. He also acts as a dynamic member and mentor with the Los Angeles chapter of the organization, The 100 Black Men of America. A dedicated family man, Robert enjoys spending time with his Wife (high school sweetheart) and their children. Robert also enjoys watching sports and regularly playing golf.
Robert holds his Series 66 registration Trilogy Capital, Inc. He also holds his Series 6, 7, 24, 51 and 63 registrations with LPL Financial and holds California Insurance Licenses for Life, Health and Disability. Robert has his Bachelor of Science in Business Management.
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.