yOur ADVISOR

No Wall Street hotshot, Robbie chose to fill his career with diverse real-world experiences. His 20 years of investing experience and series 65 license (2019 - current) come with a side of real-world grit from 20+ years of, well, not always glamorous jobs. From washing jockstraps and renting cars to working at Fortune 500 companies across multiple industries, he’s tackled retail, customer service, business development, and marketing with a hustler’s heart. A cum laude UC Berkeley grad (dual bachelor’s in Psychology and Communications, 2008), Robbie brings that same relentless work ethic to every gig, from restaurants to video games, technology companies to grocery stores. Driven by his faith in Jesus Christ and a passion to help his generation build wealth on a rock-solid foundation, Robbie brings an authentic, down-to-earth vibe to wealth management, striving to democratize services previously limited to the traditionally wealthy.