Rob understands that to many the world of personal finance can be confusing and, at times, frightening. He is motivated by a desire for his clients to have a clear understanding of their long-term financial plan and to feel reassurance knowing that they have a trusted financial professional who has their best interests at heart.
Rob is a graduate of the University of the Pacific, where he earned his Bachelor of Science in Business Administration and his Masters of Business Administration. Prior to joining Raymond James he worked for 8 years in the banking industry, most recently as Branch Manager for Chase Bank. Rob is a CERTIFIED FINANCIAL PLANNER™ practitioner – a respected certification that represents a thorough knowledge of the components of financial planning and the ability to apply that knowledge to real-life situations.
Originally from Modesto, CA, he is active in the community as a volunteer for organizations such as Renew Church and Modesto Christian Youth Baseball League. He is a member of Modesto Chamber of Commerce, Leadership Modesto graduate, and past board member of Sierra Vista Child & Family Services. He enjoys playing sports, reading, fishing, traveling, and spending time with family and friends. Rob and his wife, Amy, have 3 children, RJ, Karlie, and Ryan.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.
