State
California
Description
QUALIFICATIONS:
- Experienced Financial Services Executive with more than 30 years of experience in Financial Planning, Insurance, and Risk Management.
- FINRA Series 6, 7, 63, 65, 24, 26, 53, Life Insurance, Accident & Health and Variable Annuities
- CA Insurance License #0697821
EXPERIENCE:
Cambridge Financial Partners, LLC., Newport Beach, CA
Financial Advisor | 2008 - present
AXA Advisors, LLC., Irvine, CA and Los Angeles, CA
Chief Marketing/Executive Vice President/Divisional Vice President | 1986 - 2008
EDUCATION:
Bachelor of Science in Mathematics with emphasis in Probability and Statistics
University of California Irvine, Irvine, CA | 1985
ACTIVITIES:
Division 1 Tennis Player UCLA and UCI | 1980-1985
PERSONAL:
Rob and his wife, Joanna have three children, Katie, Maddie and Jonathan and two grandchildren. In his free time, he enjoys spending time with his family, playing tennis and working on restoring vintage cars.