With 20 years of industry experience, Rob works with clients to develop investment solutions that reflect their individual situations and helps secure their long-term financial success. As a CFP®, Rob’s specific areas of expertise include financial planning to analyze client needs, portfolio asset allocation, 401(k) plan education, and fiduciary due diligence oversight.
RB Capital Management provides customized portfolio and wealth management strategies with the goal of offering you peace of mind. A team with the credentials, depth of knowledge, and breadth of experience to implement investment solutions for you.
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