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Robert Mustafa, CFP®

Robert Mustafa, CFP® 
LPL Financial Advisor
robert.mustafa@lpl.com

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

All Financial Consultants at Pence Wealth Management are Registered Representatives with, and securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC. Financial Planning offered through Pence Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial representative associated with this website may only discuss and/or transact securities business with residents of the following states: Alaska (AK), Alabama (AL), Arkansas (AR), Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Hawaii (HI), Idaho (ID), Illinois (IL), Kansas (KS), Kentucky (KY), Louisiana (LA), Massachusetts (MA), Michigan (MI), Minnesota (MN), Mississippi (MS), Missouri (MO), Montana (MT), Nebraska (NE), Nevada (NV),

New Hampshire (NH), New Jersey (NJ), New Mexico (NM), New York (NY), North Carolina (NC), North Dakota (ND), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), South Dakota (SD), Texas (TX), Utah (UT), Virginia (VA), Washington (WA), Wyoming (WY), Washington (DC)

Laila Marshall-Pence CA Insurance Lic# 0545421

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