Neuroscience meets financial planning.
In 2017, Robert graduated with honors from the University of California, San Diego with a bachelor’s of science degree in Physiology and Neuroscience.
Robert’s interest in Neuroscience started when he was growing up, seeing his grandfather, Robert Sr. , confined to his body with an incurable Neurological disease.
Since joining the team, Robert’s role has been to identify opportunities where unnecessary wealth transfers take place. His exceptional analytical skill set, passion for learning, and creativity has inspired massive growth. A natural fact finder and quick-start, Robert has a passion for tailoring solutions to his client’s retirement, business, and charitable funding goals.