CA Insurance License #0A37394
Robert is a Principal of WealthMechanix. He created WealthMechanix knowing that it takes tools to put together a financial plan or a solid portfolio. He acts as a mechanic, and with 30 years of experience, knows how to handle the tools of his trade, whether they may be stocks, tax-free municipal bonds, exchange-traded funds, annuities, or other investment and insurance products. Robert counsels individuals with their portfolios, focusing on investments, retirement plans and tax deferral strategies. He advises small businesses with their retirement plans and private charitable foundations with their endowments. Robert believes his success stems from his rigorous academic training. He received his degree, with Honors and Distinction, from Stanford University.
At Stanford, he completed his thesis on changes in California’s agricultural economy, with Pulitzer Prize winner, Professor Donald Fehrenbacher. He continued with graduate work under famed historian, Professor Gordon Craig. It was while attending Stanford’s joint program with Oxford University, England, Robert was awarded the prestigious Aprahamian Prize.
Robert is a familiar investor advocate, speaking before various civic and community groups. His voice and expertise have combined to bring him a radio audience, first on Jim Jorgenson’s Money Hour, on KGO radio, more recently hosting more than 100 radio shows on Money Matters! on HotTalk 560 KSFO.
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1806 Belles Street, Suite 4B
San Francisco, CA 94129
Consultative Financial Planning