"I believe you can have anything you want in life by helping other people get what they want."
Having always been a person who loves to help people, Robert gravitated to the financial services industry in 1994. He spent a number of years working with non-profit organizations and churches educating individuals and families on personal finance. He joined Trilogy in January 2000 and has since promoted to the position of Managing Vice President. Upon joining Trilogy he became affiliated with National Planning Corporation and is currently with LPL Financial as a Registered Principal and OSJ Manager of Trilogy’s Regional Center in Woodland Hills, CA. He credits his success to his competitive nature and an optimistic outlook on life.
Robert’s mission is to “Create Wealth for Families”. He seeks to do this first by providing financial services to clients and helping them pursue their goals and second, by helping individuals start and grow their careers in financial services. Robert believes that you can have anything you want in life by helping enough other people get what they want.
Robert is a member of The Woodland Hills Chambers of Commerce. His licenses and registrations include the Series 6, 63, 7, 24, and 51 held with LPL Financial, the Series 65 held with Trilogy Capital, Inc. and also holds California Insurance License for Life, Health and Disability.
Born and raised in Los Angeles, California, Robert has been married to his high school sweetheart, Jacqueline, since 1991. They have two children, a daughter, Micah, and a son, Myles. They are currently living in the family-oriented neighborhood of West Hills, California. He enjoys staying active by playing sports and working out, and spending time with the family.