Robert serves the True Wealth clients as the primary point of contact for all account service related requests. Robert has a depth of experience in client services, having worked in financial services since 2004. He holds a Series 7 and Series 66.
Robert graduated from UC Santa Barbara with a degree in history and earned his MBA from St. Mary’s College in Moraga.
Robert lives in Union City with his wife, Karen and their two children. Robert and Karen enjoy playing golf, tennis, and traveling all over the country tasting great food. He has a passion for barbequing and hosting Thanksgiving for his family. He is also very involved in his community and has coached youth basketball since 2016.