Broker Check

Background

Since 1985 Robert has been working in the financial service industry helping families, small businesses, trustees of pension and profit sharing plans with taxes, investment, insurance, retirement and estate planning.

Robert is a Registered Principal and Investment Advisor Representative with Cetera Advisor Networks LLC, a full service Broker Dealer. Robert is also a licensed life and disability agent.

Robert has been an instructor at UCLA  for the CFP Program and Harbor College Kids for College Program.

A native of California, Robert received a BA from San Diego State University, a PFP from UCLA.



Series 7 General Securities Representative
Series 24 Registered Principal
Series 51 Municipal Fund Securities Principal
Series 53 Municipal Securities Principal 
Series 63 Uniform Securities Agent
Series 65 Uniform Investment Adviser

California Life & Variable Licenses
License Number 0701871