Robert is a CERTIFIED FINANCIAL PLANNER™ and a well-established respected financial professional in the Southern California area. He was awarded the prestigious LUTCF designation in 1998 by the American College (Bryn Mawr, PA) and the National Association of Insurance and Financial Advisors. As Managing Member of Redefine Financial, LLC, a Registered Investment Advisory firm, Robert focuses on helping retirees and those planning for retirement avoid the most common financial mistakes.
For over 25 years Robert has provided unbiased, comprehensive financial advice and investment services to his valued clients. He and his team are committed to helping individuals plan their financial future, preserve their assets, increase their income, and reduce their taxes. His objective approach strives to help you position yourself favorably to potentially achieving a secure and comfortable retirement sooner and also with less risk.
As your personal financial strategists, honesty, integrity and first-class service are the hallmarks of our firm.