Robert Nevarez PFP

Financial Advisor

Every client’s financial goals and objectives are not just unique, they are driven by a variety of personal factors. Robert recognizes this and structures his approach to financial planning with the goal of addressing those goals and treating them with the respect they deserve.

Backed by almost two decades of experience, Robert’s education and creative thinking allow him to offer all aspects of financial advice and guidance. From tax planning and portfolio management to wealth-building strategies and retirement planning, his commitment to his clients’ legacy is unwavering. “My mission,” Robert says, “is to ensure that my clients maintain a dignified lifestyle and focus on their legacy. I emphasize personalized service because all of my clients have different financial goals and are best served by strategies customized for each client’s unique needs.”

Armed with a Personal Financial Planning certificate from UCLA, Robert is known and respected for his creative strategies, which reflect an unfettered dedication to the financial industry. He’s constantly staying on top of new products and investments and works to always bolster his education and experience as a member of the Association of Latin Professionals in Finance and Accounting and the Business Network International.

A proud veteran of the U.S. Navy, Robert spends his downtime with his wife, children, extended family, and friends.

State Securities Law Exams: Series 3,6,7,24,63,65 and SIE

State Registrations:

  • Arizona
  • California
  • Colorado
  • Idaho
  • New York
  • Oklahoma
  • California Insurance License# OC93097

 
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