History
Robert began his financial planning practice in 1985 (the year Kyle was born). Since, he built his business through lasting client relationships and a commitment to personalized financial guidance.
Kyle entered the industry by supporting educators in South Bay, giving back to the very school district that played a pivotal role in shaping his own path. His analytical approach and dedication to client success quickly established him as a trusted advisor.
Recognizing the importance of continuity and long-term client care, Robert and Kyle began discussions on how to ensure seamless service for their clients. In 2024, they formalized their partnership, combining their expertise and shared values to provide comprehensive, multi-generational financial planning with a focus on trust, integrity, and lasting client relationships.
Robert Harte
Financial Advisor
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 an 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.
Credentials & Licenses
✅ Series 7 – General Securities Representative
✅ 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 - CA Insurance License #0701871
Kyle Freitas
Financial Advisor
Kyle brings a unique blend of engineering precision and financial expertise to the industry. Before entering financial services in 2019, he honed his structured, analytical approach at Northrop Grumman, where he worked in engineering and project management. With a degree in Computer Information Systems and a passion for problem-solving, Kyle helps clients navigate investments, retirement planning, and wealth management with confidence.
Credentials & Licenses
✅ Series 7 – General Securities Representative
✅ Series 66 – Uniform Combined State Law
✅ California Life & Variable Licenses - CA Insurance License #0H42322
Beyond Finance
A South Bay native, Kyle surprisingly graduated Magna Cum Laude from CSU Dominguez Hills. When he's not guiding clients toward financial success, you’ll find him coaching his sons' sports teams, traveling with family, or playing soccer. He also enjoys backpacking adventures and occasionally attempts to play golf—emphasis on attempts.