Robert Mustafa, CFP®
LPL Financial Advisor
Robert Mustafa, CFP® | LPL Financial Advisor
Robert joined Pence Wealth Management in October 2016, serving as a LPL Financial Advisor. He has extensive experience in strategic and organizational planning solving complex issues for business owners since 2005. He is recognized for his ability to identify vulnerabilities and ways to help manage client assets. Additionally, for the last 10 years, Robert has assisted U.S. military service members with financial advice.
Robert graduated from San Diego State University with a degree in Business Management. Robert received his CERTIFIED FINANCIAL PLANNER ™ designation from Pepperdine University’s Graziadio School of Business and Management and holds FINRA Series 7 and Series 66 registrations with LPL Financial.
For five years he worked with aerospace giants such as Boeing in a subsidiary logistics software division in developing multimillion dollar strategic plans for new investments into foreign markets.
Since 2001, Robert serves as a US Army Military Intelligence officer and was deployed to Iraq in 2004. Amongst his most distinguished assignments, Robert served as the Senior Intelligence Officer on counter terrorism operations briefing high-ranking officers, members of congress, and contributing to Presidential Daily Intelligence Briefs in support of US Central Command Mideast and North Africa operations.
Away from work, Robert is an outdoor enthusiast who loves hiking, traveling, and cares for environmental issues. Robert and his wife Monika enjoy community clean up events and participate in developing recycling programs.
CA Insurance Lic.# 0L67924