As a Financial Advisor who holds the CERTIFIED FINANCIAL PLANNER™ certification, Robert views exceptional service as his top priority. He treats his clients like family providing a personal approach to help them reach their long term financial goals. Robert works closely with high net worth individuals in the development of comprehensive financial plans and investment strategies, assisting in portfolio construction, financial planning and implementing tailored solutions to meet their goals. His aim is to provide clients a thorough understanding of financial markets along with the risks/rewards inherent in their investments.
Robert began his career at UBS Private Wealth Management in 2019. He graduated from The University of North Florida with a with a Bachelor’s Degree in Finance. A resident of Jacksonville Beach and an active member in the community, he is often volunteering though Beaches Rotaract at numerous charities around town. In his free time, Robert enjoys playing soccer, surfing, fishing, traveling, and spending time with friends and family.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
©2023 Coastal Oak Wealth Advisors | All rights reserved.
Check the background of this firm’s investment professionals on FINRA’s BrokerCheck.
Securities offered through Raymond James Financial Services, Inc., Member FINRA SIPC
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Coastal Oak Wealth Advisors and Agility Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
