Helping Clients Look to the Future with Anticipation Rather than Apprehension.
Robert has over two decades of experience helping clients achieve clarity and confidence in their financial decisions. As both a Chartered Financial Analyst® and Certified Financial Planner™ professional, he brings a rare combination of analytical rigor and holistic planning experience to every relationship. He’s built a reputation for pairing technical precision with a calm, methodical approach that helps clients make sound decisions they feel confident about—even in uncertain markets.
Robert’s approach is simple: effective wealth management begins with understanding. He works closely with clients to define their goals, assess their current position, and chart an intentional path forward—while anticipating challenges along the way. His focus on transparency, consistency, and results ensures every plan aligns with what matters most to his clients.
Before founding Centrix Wealth Partners, Robert served with Smith Barney and later UBS Financial Services, where he was recognized for three consecutive years as one of the firm’s Top 35 Under 35 Advisors.
Outside the office, Robert lives in Spring Valley Village with his wife, Allie, their children, Emerson and Eleanor, and their two dogs, Stella and Birdie. He enjoys traveling with his family and finding new experiences that remind him of what he values most — that the best returns in life often come from moments, not markets.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
