Experience

Pacific Advisors

• United States
• Financial Services
• 100 - 200 Employee

• Financial Advisor

  • Jun 2012 - Present

  You've worked hard and have sacrificed much to build your life's greatest achievement. EVERY business owner leaves their business - one way or another. For most, it will be their first and only attempt to get it right. Most get it wrong. As an avid off-roader, Rob enjoys working with businesses such as yours. Like a good trail guide, he shows you the lines to take and the obstacles to avoid so you exit successfully and enjoy the scenery along the way. When he's not working to protect your family and business, mitigate your taxes or planning your exit, you'll find Rob at various off-road events, enjoying the local trails or relaxing at his cabin in the mountains. Show less

• Financial Advisor

  • Jun 2012 - Present

  Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 2875 Michelle Dr. #110, Irvine, CA 92606, 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0D63943.This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. Show less



MassMutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Jul 2010 - Jun 2012

  Preparing people for that next step in life isn’t always easy. With a combination of my experience, professionalism and access to a wide variety of products and services, I helped my clients meet their financial goals, provide for their insurance needs and create estate strategies. Whether their goals included preparing for milestone life events like retirement or college or were simply looking for life, disability income or long-term care insurance protection, I committed to a new level of attention, insight and capability. Show less



Teachers Retirement Services

• Orange County, California Area

• Sole Proprietor

  • Apr 2002 - Aug 2010

  Those responsible for teaching and developing the future of America often have little time and energy to worry about their own financial future. For over a decade I educated public employees on the basic financial principles of retirement planning with a focus on and understanding of their CalSTRS (California State Teachers Retirement System) or CalPERS (California Public Employee Retirement System) pension plans. Armed with that knowledge, I guided my clients through the complicated system and process of establishing voluntary savings plans necessary to supplement their retirement benefits using safe, conservative investment options from top rated companies approved by their employer and the state of California. From 2006 to 2008, The Riverside County Office of Education Fringe Benefit Consortium contracted my office to provide educational meetings and one on one consultations to employees of their member school districts.Through their non-profit subsidiary, The Fringe Benefit Consortium created an “Institutional” retirement plan that would benefit school employees, not the financial services industry. Show less



Fairfield Property Management

• United States
• Real Estate
• 1 - 100 Employee

• Assistant Property Manager

  • Aug 2000 - Nov 2003

  2001 South Coast Apartment Association GEMM Award winner; Assistant Property Manager of the Year 400+ Units 2001 South Coast Apartment Association GEMM Award winner; Assistant Property Manager of the Year 400+ Units