Rob’s vocation is helping clients gain clarity of their financial situation and align their portfolio with their goals and values. This is done through comprehensive, integrated financial planning and investment management.
Rob received his Aerospace Engineering degree from the University of Southern California. His technical, project management, team leadership, and crisis management skills were heightened in the mission control rooms of the Air Force Flight Test Center at Edwards AFB and building the computer system that evaluated the flight test data of the Air Force C-17.
California Insurance License - 0B09605
- Life Insurance, Long-Term Care, Annuities
Series 3,7,63,66, SIE
Certified Kingdom Advisor®
CERTIFIED FINANCIAL PLANNER™ CFP®
Rob began his private practice with Liberty Capital Management in 2017 to provide his clients with greater support and service. The flexibility to implement best in class tools and dedicated staff allow him to achieve greater understanding of client values, family, financial and life goals. This enhanced clarity helps Rob and his team support, encourage, educate, and help clients gain confidence in their financial decision making.
Rob is honored to apply Biblical wisdom to his financial counsel. The technical competence, ethical practice, and true concern for his client is foundational.
Married for over 30 years, Rob and Janice have 2 daughters. Janice runs a successful college counseling business. Tori is an Electrical Engineer with The Aerospace Corporation. Vanessa is attending Concordia University studying biology and working at the Shea Therapeutic Riding center.
Competitive Sailing, Surfing, Skiing, Off Roading. Adrenaline is for life, not your investment portfolio. Rob has long served his community in various positions at his church and educational organizations.
States in which registrations are held:
Alabama, Alaska, Arizona, California, Colorado, Florida, Hawaii, Idaho, Illinois, Indiana, Maryland, Michigan, Missouri, Nebraska, Nevada, North Carolina, Ohio, Oregon, Rhode Island, Texas, Virginia, Washington
Certified Kingdom Advisors® is a professional membership community that incorporates biblical principles in the advice they give to clients. The issuing organization is Kingdom Advisor, Inc. Additional information is available at kingdomadvisors.com.