Broker Check

Welcome and thank you for taking the time to visit this web site.


The worldwide web can be a very useful tool; it cannot however take the place of a face-to-face consultation with a professional advisor.

Please enjoy this site, I hope it will be helpful, but do not hesitate to call me for more specific thoughts and advice on your personal situation. (310) 373-7351.

Robert's Financial Planning Practices places emphasis on providing the education and information that people need in order to make informed decisions in taxes, retirement, investment, insurance and estate planning.

It is his desire is to create solid, long-term relationships to last for generations with people who are seeking a trusted partner who will be respectful and listen to their fears, concerns, problems and wishes.

Providing Independent Objective Advice

Our Business is built on a foundation of thoughtful client relationships   

Our Business is built on a foundation of thoughtful client relationships   

Schedule An Interview With An Advisor

Thank you! Oops!