Rob Britton CFA, CFP®

Portfolio Manager

Rob Britton joined WFA Wealth Managers in 2013 with over a decade of investment experience. In his role as a Portfolio Manager, Rob is focused on increasing his understanding of each client’s unique set of needs and circumstances in order to make recommendations that encompass all parts of a client’s financial life.  Rob is a contributing member of the WFA investment committee.

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.

He holds the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations. Rob is a member of the CFA Society and previously served on the board of the San Diego chapter as Chair of University Relations. Rob graduated from San Diego State University with a B.A. in International Economics.

Rob is a transplant from the Bay Area and enjoys playing tennis and spending time with his wife and daughters.