Robert Ochoa
Financial Advisor

Focusing on assisting his clients accumulate, preserve and distribute wealth.

Robert started his Investment Services career at Trilogy Financial Service and National Planning Corporation in 2001 and now with LPL Financial. It is his continued commitment, focus and discipline to assist his clients in developing, maintaining, implementing financial plans to pursue their financial independence goals.

His hard work ethic, non-stop drive, dedication and customer service skills were developed early in his career, his desire for knowledge of computers and their integration in the work place that challenged him to advance his career as a computer technician and a manager and has continued that desire in the financial service industry. 

Robert holds the FINRA Series 6, 7 and 63 registrations with LPL Financial, and a Series 66 registration with Trilogy Capital Inc. also holds a California Insurance License for Life, Health and Annuity products since 2002.

Robert served as a member of the U.S. Forest Service Hot Shot Firefighter after graduating from the Rio Hondo Fire Academy in Whittier CA, and Engine crewmen at Dalton Camp in Glendora, CA on the Angeles National. Following his years in the U.S. Forest Service,

Robert held positions of increasing responsibility in the Information Technology Industry and culminating in the position of District Manager in the Los Angeles Area.

Robert's passion is to help as many as possible and has acquired the life skills and ability to seek what is best for his clients, constantly evaluating, knowing their risk and financial goals, and making adjustments when needed as life events happen.

Robert is an active member of Business Networking International (BNI) where he maintains business relationships with other business owners and professionals in various industries.

Robert is a father of four adult children Anthony, Brittney, Alicia and Steven and has resided in Glendora for over 22 years with his wife Sheryl.


(626) 918-5670 ext. 4127
  Strategic Partners



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