Robert is honored to be the newest advisor to join Cornerstone Financial Services, bringing his commitment to excellence and client success to the team. Robert is an Investment Advisor with nine years of professional experience at Charles Schwab, where he served as a Financial Consultant in Novi. During his tenure, he managed a practice entrusted with over $1 billion in client assets and $350 million in advisory relationships, developing specialized expertise in portfolio management and client advisory services. Robert holds a Series 65 license as well as Life and Health Insurance licenses, which empower him to provide comprehensive financial guidance and Insurance protection for my clients.
At the core of his practice is a goals-based planning first approach, ensuring that every client receives personalized strategies tailored to their unique aspirations, priorities, and life circumstances. By focusing on what matters most to his clients, Robert strives to help them achieve both financial security and peace of mind.
Robert’s roots trace back to Arizona, and he is a proud graduate of Arizona State University, holding a degree in Political Science. His educational background has provided a strong foundation for understanding global markets and financial strategies. Robert is married and has two young children. They currently reside in West Bloomfield, where Robert is committed to fostering financial success and stability for his clients and community.