PRESIDENT & CEO: Rob has more than 30 years of experience in the financial services industry. He is a Registered Principal, OSJ Branch Manager, and Financial Advisor. He also serves as President of Iron Point Financial Advisors, Inc.
He has a holistic approach to advising, and possesses ample knowledge and experience in wealth management and life planning. He words with individuals and corporations to pursue the best possible outcomes.
Prior to leading Iron Point, Rob was a successful Financial Advisor, Branch Manager and Regional Manager for a well-known financial services company. He graduated from Santa Clara University with a degree in economics and has earned the Behavioral Finance Advisor designation. He also holds Series 7, 8, 24 & 66 licenses. CA Insurance License #0G04573.
Rob is a northern California native and has lived in the Sacramento area for more than 25 years. He and his wife, Juli, live in Folsom, California. Together they have raised five children. In his free time, Rob enjoys attending his children’s sporting events, spending time with family and friends, golfing and trips to the pacific coast.
SPECIALIZING IN: Rob specializes in providing holistic wealth management and life planning solutions to individuals and organizations.
OSJ BRANCH OFFICE: 1110 Iron Point Road, Suite 160, Folsom, CA 95630