ADVISOR BIO

Robert Oberstein is a financial advisor with Verus Capital Partners, LLC. Robert has been in the financial industry for over 20 years and has experience in providing investment advisory services to individuals, families, and businesses. Robert is also a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS). Robert is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Robert Walton Stebbins is a registered Investment Advisor Representative with Innovest Portfolio Solutions LLC. Robert is based in Alameda, CA. He has over 20 years of experience in the financial industry. Prior to joining Innovest Portfolio Solutions, Robert was with Capital Analysts, Incorporated, SunAmerica Securities, Inc., and Prudential Securities Incorporated. Robert has a Series 7, 63, and 65 license and is approved to conduct business in California.

SPECIALIZATIONS

ADVISOR BIO

Robert Brunst is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Robert has been in the financial services industry since 1996 and is registered with FINRA and the states of Arizona, California, Colorado, Georgia, Hawaii, Idaho, Maine, Missouri, Montana, Nevada, New Hampshire, New Mexico, New York, North Carolina, North Dakota, Oklahoma, Oregon, Texas, Utah, Virginia, Washington and Wisconsin. Robert is also a Certified Financial Planner. Robert previously worked at Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc.

SPECIALIZATIONS

ADVISOR BIO

Robert Farwell is a financial advisor at Edward Jones. Robert has been in the financial services industry since May 2020. Robert holds Series 66, Series 7TO and SIE licenses and is registered with FINRA, as well as in 17 states and 2 provinces as an investment advisor representative. Robert is also a Certified Financial Planner.

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ADVISOR BIO

Robert Delwin Ericson is a financial advisor at Heckman Financial & Insurance Services, Inc. based in San Jose, California. Robert has been in the financial services industry since 1984 and has a wide range of experience in investment advice and insurance services. He has held various positions with different financial firms throughout his career, gaining expertise in financial planning, investment management, and insurance. Robert is a Certified Financial Planner and holds the Series 7, 24 and 63 licenses. Robert's approach to advising focuses on understanding each client's individual needs and goals, and then developing a personalized plan to help them achieve those objectives.

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ADVISOR BIO

Robert C. Marchand is a financial advisor at J.P. Morgan Securities LLC and has been in the industry since 2013. Robert is a Series 6 and Series 63 licensed advisor with specializations in 1, 2, 4, 5 and 6. Robert is registered in California and has a branch office location in Santa Monica, California.

SPECIALIZATIONS

ADVISOR BIO

Robert Joseph Lawrence is a financial advisor with over 10 years of experience in the industry. Robert is registered with Wells Fargo Clearing Services, LLC and holds the Series 6, 7, 63 and 65 licenses. Robert is also registered in Arizona, California, Oregon and Utah. Robert has a strong track record of providing financial advice to individuals and families, as well as corporations and other businesses. Robert specializes in retirement planning, investment management, and estate planning. Robert's commitment to his clients is evident in his dedication to providing personalized financial advice and ongoing support.

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ADVISOR BIO

Robert Miller is a financial advisor at Ameriprise Financial Services, LLC. Robert has been working in the financial industry since 2017 and holds Series 63 and Series 65 licenses. He is also a Certified Financial Planner (CFP). Robert has previously worked for AXA Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Ameriprise Financial Services, LLC.

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ADVISOR BIO

Robert James Emens is a financial advisor who has been active in the industry since 2000. Robert is currently affiliated with The Colony Group, LLC. Robert is a Certified Financial Planner. Previously Robert has been affiliated with GW & WADE ASSET MANAGEMENT COMPANY, LLC and G. W. & WADE ASSET MANAGEMENT COMPANY, INC. Robert offers portfolio management services for businesses, individuals, and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Robert James McCulloch is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Pure Financial Advisors, LLC and has been with them since August 2013. Prior to joining Pure Financial Advisors, LLC, Robert worked at TD Ameritrade, Inc., Charles Schwab & Co., Inc., RWB Securities Inc. and Reinhardt Werba Bowen Securities, Inc. Robert holds the Series 7, 9, 10, 63 and 66 licenses and is also a Certified Financial Planner. Robert's expertise lies in providing financial planning, pension consulting and portfolio management for individuals and businesses. Robert is passionate about helping his clients achieve their financial goals.

SPECIALIZATIONS