BIO
A Southern California native and Chapman University alumnus, Robbie brings over five years of industry experience to the financial planning profession. As a Certified Financial Planner™ (CFP®), Robbie is dedicated to providing personalized, comprehensive financial strategies that help individuals and families achieve their long-term goals.
Drawing from a background as a college basketball player, Robbie understands the value of teamwork, discipline, and perseverance in achieving success — principles that are seamlessly applied when working with clients to navigate retirement planning, investment strategies, tax optimization, and estate planning.
With a focus on building strong, long-term relationships, Robbie works closely with each client to design financial plans that are as unique as their needs and aspirations. Whether preparing for retirement, managing investments, or planning for life’s transitions, Robbie combines expertise with a passion for helping clients create a secure financial future.
Outside of work, Robbie is a resident of Santa Monica, where he enjoys surfing, traveling, and exploring new restaurants.