Rob has over ten years of investment experience. Prior to joining WFA, Rob was an investment manager at Wells Fargo Private Bank. His work included developing customized investment strategies for high net-worth individuals. Rob was also a member of the Private Bank’s equity research team where he was responsible for analyzing and recommending companies in the financial technologies sector. Rob graduated from San Diego State University with a B.A. in International Economics. He holds the Chartered Financial Analyst® (CFA) designation, and is a member of the CFA Society of San Diego. He plans to pursue the CFP® designation with the goal of continually increasing his understanding of each client’s unique set of needs and circumstances.
In his spare time, Rob enjoys spending time with his family, deep sea fishing, and snowboarding.