BIO
Robbie is a Certified Financial Planner™ (CFP®) and Wealth Advisor based in Santa Monica, California, providing comprehensive financial planning and investment management for individuals and families. A Southern California native and Chapman University graduate, he brings more than five years of industry experience to his work helping clients build long-term financial security.
Robbie specializes in retirement planning, investment strategy, tax-efficient portfolio design, and estate planning. He is committed to delivering personalized financial strategies that align with each client’s goals, time horizon, and risk tolerance. His approach emphasizes education, collaboration, and proactive planning to help clients make informed decisions through every stage of life.
Drawing from his experience as a college basketball player, Robbie applies teamwork, discipline, and perseverance to his work as an advisor. He partners closely with clients to understand their unique needs, evaluate opportunities, and design tailored financial plans that support long-term stability and growth. Whether preparing for retirement, managing investments, or navigating a major life transition, Robbie brings thoughtful guidance and a client-first perspective to every relationship.
Outside the office, Robbie lives in Santa Monica, where he enjoys surfing, traveling, and exploring new restaurants along the California coast.