Chief Wealth Manager
KWB Wealth Managers Group
LPL Registered Representative
Robert was born in 1958 in Clearwater, Florida, at the hospital where his parents had been delivered. He spent the first ten years of his life on the Caribbean island of Dominican Republic. A revolution forced the family to flee the country. They then settled for two years in Atlanta, Georgia, before moving to Houston, where Robert’s father worked for the next 32 years with a major oil company. Robert graduated from University of North Texas in 1980, with a Bachelor's Degree in Business Administration and a concentration in Investments. Robert began his career working in commercial and consumer lending at Xerox Federal Credit Union and was responsible for opening the Credit Union’s first branch in Morristown, New Jersey.
Robert also rose to Vice President of Sales and Lending with FAA Western Credit Union, and VP of Lending with Continental Airlines Federal Credit Union. Blending his Credit Union background with his first passion, investments, Robert worked for three years at Merrill Lynch as a Financial Consultant in the Private Client Group. From 1995 to 2013, Robert worked with Kerry Bubb, KWB President and Chief Wealth Manager, to provide the members of SCE Federal Credit Union and other financial institutions with quality investment programs. In 2014, Robert and KWB Wealth moved into expanded office space located in historic downtown Monrovia, California, to continue to provide quality financial planning and investment ideas to existing and new clients.
He received a PFP certification (Personal Financial Planning) from UCLA extension in 2007. Robert resides in Pasadena, California, with his two kids, a Calico cat named Chatham and a poodle named Emily. He enjoys hiking, golf and antiquing.
LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, AZ, AR, CA, CO, DE, DC, FL, GA, HI, ID, IL, IN, IA, KY, LA, MD, MA, MI, MO, MT,NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA, WI.