Robert began his career advising US Army soldier since 2001. Over the years, Robert’s outreach to military Soldiers and families has led him to develop financial “Life Event” planning for his clients. That is, planning for change versus reacting to the unexpected. It’s those “Life Events” one must plan for to truly meet ones goals to live financially secure and live a rich life.
In 2016, Robert joined Pence Wealth Management as a Financial Advisor and has been providing clients with financial guidance, comprehensive financial planning, and an in-depth look at tax strategies in all phases of their financial lives.
Robert continues to serve in the US Army Reserves with the current rank of Lieutenant Colonel. As a Military Intelligence officer Robert was deployed to Iraq in 2004. Amongst his most distinguished assignments, Robert served as the Senior Intelligence Officer on counter terrorism operations briefing General officers, members of congress, and contributing to Presidential Daily Intelligence Briefs in support of US Central Command Mideast and North Africa operations.
For five years he worked with aerospace giants such as Boeing in a subsidiary software division in developing multimillion-dollar strategic plans for new investments into foreign markets.
Robert holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from Pepperdine University’s Graziadio School of Business and Management and holds FINRA both the Series 7, Series 66 registrations and CA Life Insurance licenses with LPL Financial. Robert completed his undergraduate work in Business Administration at San Diego State University. In his spare time, Robert can be found at the local Farmers Market with his family or doing outdoor activities such as running, hiking, and going to Crystal Cove Beach with his wife and child. Robert is a member of the American Legion Newport Harbor Post 291.
CA Insurance Lic.# 0L67924
LEARN MORE ABOUT US
Request An Appointment
At Pence Wealth, we believe that good financial decisions don’t have to be confusing.
If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, please do not hesitate to contact us.
SUBSCRIBE TO OUR EVENT UPDATES
Our events create an opportunity for you to get to know us and our process. If you have some challenges, please join one of our events to get your questions answered. If you’re interested, please subscribe and we’ll keep you updated on our upcoming scheduled events.