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.
Designation Disclaimers
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
For more than 30 years, CERTIFIED FINANCIAL PLANNER® certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first.
Candidates for the CERTIFIED FINANCIAL PLANNER® certification must have a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience or the equivalent part-time experience (2,000 hours equals one year full-time). Designation training requirements for the CERTIFIED FINANCIAL PLANNER® certification include completion of a CFP-board registered program, or hold one of the following: Certified Public Accountant (CPA); Chartered Financial Consultant (ChFC); Chartered Life Underwriter (CLU); Chartered Financial Analyst (CFA); Ph.D. in financial planning, finance, business administration or economics; Doctor of Business Administration; or attorney's license. Following completion of the course requirements, applicants must complete a proctored final certification exam and continuing education of 30 hours every two years.
https://www.finra.org/investors/professional-designations/cfp