en en en en en en en en en en en en en en en en en en en en en en en en en en en en en en de en en en en en en en en en en en en en en en en en en en en en en en en
Recent honors include being named on the Forbes Best-In-State (#23) Wealth Advisor for 2022 and
*Palm Springs Life Five Star Professional 2021.
Robert is a frequent guest on CNBC, Bloomberg, Fox Business Network, Morning’s with Maria Bartiromo, and The Claman Countdown with Liz Claman.
Robert is routinely featured in various publications, such as Barron’s, The Wall Street Journal, CNBC.com, Forbes, Yahoo! Finance, On Wall Street, Investment News, The Desert Sun, and Palm Springs Life.
Robert is a national speaker on the topic of financial education for women and was recently asked to speak at the Desert Woman’s Show and P.E.O. International.
Robert also specializes in the leadership of a community and forum where independent women can acquire the confidence to be leaders in their financial lives. As Founder of The Society of Financially Empowered Women Inc. (www.thesofew.com), he has vowed to empower women with education, support, and community. Robert’s passion for financial education for women runs so deep that he created his own 501(c)(3) non-profit to champion his mission. The result: A summit was created for the Empowerment of Women, through Financial Education and Self Care, and in January 2020, the Confidence: Women + Wealth + Wellness Summit (CW3) debuted to rave reviews. Read More about CW3 and The 7 Keys to Financial Wellness.
In 2008, Robert was honored as a top financial advisor by Reuters AdvicePoint. That same year, he co-authored the book, “Bridging the Value Gap”. In 2014, Robert was recognized as a "40 Under 40" Financial Advisor by Investment News, and in 2015 he received the same recognition from On Wall Street.
Robert graduated from the University of Arizona with a double major in Finance and Marketing. In 2007, he earned his Investment Consultant designation from the Wharton School of Business. He is an Accredited Investment Fiduciary® (AIF®) and holds the Series 7, 63, 65 licenses and is a CA Insurance license holder, 0D16099.
Service above self has been evident in Robert’s community leadership roles, raising well over
$2.5 million for local non-profits. Robert has served on the Board of Directors for many of the Coachella Valley’s youth and education-based institutions, including Family YMCA of the Desert, La Quinta Rotary, and St. Jude Children’s Research Hospital. He also served as Board Chairman for the Valley’s only Jesuit High School, Xavier College Preparatory, from 2010-2012 and again from 2017-2022. He also designed, implemented, and served as Chairman of several Sustaining and Capital Campaigns for Xavier College Preparatory (2006, 2007), YMCA of the Desert (2004, 2005), and LifeStream Blood Bank (2019).
Additionally, Robert and his team have been approved to work with Fidelity Charitable, which specializes in efficient and effective charitable giving solutions used by individuals and families with substantial assets, complex planning needs, or tax circumstances.
Robert resides in Indian Wells with his wife and four children.
*Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Five Star Professional is not an advisory firm, and the content of this material should not be considered financial advice. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com
Does your wealth management experience need an upgrade? Whether you want to grow, preserve, or pass on your wealth, you can trust us to create personalized, long-term strategies that help you realize your goals.
44-495 Town Center Way
Palm Desert , CA 92260
Toll Free: (888) 858-7086
Interested in selling your firm?
- Family Office Services
- Senior Care Planning
- Women & Wealth
- Who We Are
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org