Robert provides overall firm direction, managing key relationships and developing alternative investment opportunities. His background in risk management and strategic wealth planning is foundational to the overall value we bring to each client.
1. Professional and educational background
The genesis of my career in the financial services goes back to 1989, when I entered the industry as a Registered Representative for John Hancock Financial Services in Beverly Hills, CA. I was able to open and manage a John Hancock Branch office within a few years and expand my business to many business owners in Southern California. In 2000, I was a founding partner of Cirrus Wealth Management, a comprehensive Wealth and Investment management firm. While there, I served as President, overseeing key clients, working with multiple offices in Camarillo, Encino, and Santa Clarita, CA. It was in that endeavor that I became convinced that a more compact, nimble firm with a concentrated staff, and effort was the model that fit my skills and the ability to execute on clients behalf. In 2003, Criterion Wealth Management was established.I received my Business Administration degree in 1989 from The Master’s College in Santa Clarita, CA. I currently hold NASD Series 7, 24, 63, and 65 licenses. I obtained the Registered Financial Consultant (RFC) designation after completing the CFP Professional Educational Program from the College of Financial Planning in 1998.
As an adjunct professor, I have taught courses in Investments, Money and Banking, as well as fundamental business practice at The Master’s College Business Department.
There are various non-profit and community programs that I have been involved in over the years.
2. Person or experience that had a significant influence on your life
My Dad and Grandfather; their impact on me was primarily through observing their lives. They affected my view on character and critical disciplines including work-ethic, integrity, and putting others first just to name a few. I always enjoyed spending time with them and have tried to be intentional in teaching and modeling the same to my kids.
3. Describe your family
I have been married to my incredible wife, Shauna since 1993. She is my best friend and having her by my side for all these years has made life so enjoyable. My son Davy (18), daughter Megan (16), and Katelyn (9) are precious blessings. As an active family, we enjoy sports, taking vacations, and just hanging out together. I am truly a blessed man!
4. Enjoy doing on your off time
Going to the gym, hunting, golf, watching SportsCenter, “tinkering” on my 1932 Ford in my garage, and spending time with my family seem to keep my free time full.
5. Favorite food
Thai, Mexican, and BBQ are right up there on my “favorites”.
6. Special childhood memory
Family vacations, as a child, were indelibly etched in my mind. The simple times of going to new places, being with other families are all good memories.
7. Something about you most people would be surprised by
I used to compete in Ultra marathons. My longest race was 50 miles in the mountains and took just under 12 hours. I enjoyed the challenge, but it has taken a toll on my body over the years. I no longer run!
8. Typical day
Go to gym at 4:30 a.m., after pick up a cup of Peet’s coffee, arrive at the office by 6:00 a.m. for some reading and preparation for the day, meet with clients, take care of pending firm management items, and then leave for kids sporting events or whatever else is going on that day.
9. Career choice
I wanted to be a stock broker ever since considering a career. I received my securities brokers’ license during college. I soon realized this was a “sales” job where success was measured by annual commissions and doggedly constant activity regardless of value. I soon became independent.