About Robert
Robert (Bob) has served families for more than 15 years, primarily working with entrepreneurs, business leaders, and people in transition due to a death or divorce. His experience has taught him there is one essential element to any successful advisor-client relationship: trust. Bob establishes trust with his clients at the onset by making every effort to gain a deep understanding of their unique situation. Working collaboratively with his clients, he helps them define and outline not only specific financial goals and challenges but, more importantly, personal and family values. With values forming the foundation, Bob then can provide prudent investment advice, implement thoughtful planning strategies, and deliver measurable results. Throughout every step in the process, he consistently demonstrates how much he cares about the families he serves.
Bob is originally from Pittsburgh. A lover of the outdoors and an avid visitor of our national parks, he looks forward to exploring all that the Southwest has to offer with his wife and two children.
Education and Professional Milestones
- Joined Focus Partners Wealth through the firm’s merger with HoyleCohen
- Works with clients in the Phoenix and San Diego offices
- Served as director of advisory services, overseeing the Advisory Leadership Council (ALC), our advisory teams, and our financial planning department
Robert (Bob) has served families for more than 15 years, primarily working with entrepreneurs, business leaders, and people in transition due to a death or divorce. His experience has taught him there is one essential element to any successful advisor-client relationship: trust. Bob establishes trust with his clients at the onset by making every effort to gain a deep understanding of their unique situation. Working collaboratively with his clients, he helps them define and outline not only specific financial goals and challenges but, more importantly, personal and family values. With values forming the foundation, Bob then can provide prudent investment advice, implement thoughtful planning strategies, and deliver measurable results. Throughout every step in the process, he consistently demonstrates how much he cares about the families he serves.
Bob is originally from Pittsburgh. A lover of the outdoors and an avid visitor of our national parks, he looks forward to exploring all that the Southwest has to offer with his wife and two children.
Education and Professional Milestones
- Joined Focus Partners Wealth through the firm’s merger with HoyleCohen
- Works with clients in the Phoenix and San Diego offices
- Served as director of advisory services, overseeing the Advisory Leadership Council (ALC), our advisory teams, and our financial planning department