Focus: Insurance Strategies, Investment Strategies
Robert Smith entered the financial services industry in 1996 and has spent his career guiding business owners, high net-worth individuals and corporate executives with wealth accumulation and wealth preservation strategies. Using a comprehensive planning process to address investment, retirement, estate planning and business strategies; including life, health and disability insurance programs; Robert has the experience to help solve complex financial problems and the commitment to provide advice that makes a difference.
Robert has extensive experience in both the financial and real estate markets. He was a Financial Planner with Tax & Financial Group, Morgan Stanley and UBS Securities. In addition to Life and Health insurance licenses, Robert holds Series 7 and 66 Securities Registrations, the Accredited Investment Fiduciary AIF® and Chartered Financial Consultant ChFC® designations, and is a Registered Representative and an Investment Advisor Representative as well. He was featured in the 2014-2016 issue of Orange Coast Magazine for being the recipient of the Five Star Wealth Manager Award*
A former professional triathlete, Robert enjoys competitive bicycle and motorcycle racing in addition to off-road cars and boating in his free time. He is the founder of Mikyla-Cure.org, an organization created to raise awareness and funds towards research to cure Rett Syndrome, a neurological disorder which affects his daughter Mikyla and an average of 20 girls born each day.
Robert resides in Laguna Niguel, Ca, with his wife, Annie, two daughters, Jayden and Mikyla, and son, Anderson.
*The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.
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650 Town Center Dr. Suite 1650
Costa Mesa, CA 92626