A graduate of Montclair State University in New Jersey, Bob began his investment industry career with A.G. Edwards in 2002 and joined Stifel in 2016 from RBC Wealth Management. Prior to making his investing hobby his career, he owned several companies and served in multiple corporate executive officer capacities, both of which provided Bob with extensive international business experience.
Bob earned the CERTIFIED FINANCIAL PLANNER® certification and the Accredited Investment Fiduciary® designation. He draws on this knowledge to reinforce our methodology for developing strategies designed to help clients accumulate, mitigate risk to, and transfer their wealth. Bob continually seeks to further his education as part of his commitment to arming himself with the sophisticated knowledge and skills necessary to gain a deeper understanding of his clients’ individual financial objectives and address complex financial needs.
Bob is approved as a Portfolio Manager – Solutions Program, which allows him to manage portfolios for clients who choose the Stifel Solutions Program, a discretionary advisory services program. To qualify for this, he demonstrated a commitment to comprehensively addressing his clients’ individual investment needs, complementing their investment knowledge and portfolio management skills, and maintaining an outstanding record of client service. In addition, he was named to the Stifel Chairman’s Council for 2024, an annual honor placing Bob among the top financial advisors in the firm.
For 2024 qualification, the Stifel Chairman’s Council consisted of 230 of the firm’s top-producing financial advisors from among its more than 2,300 advisors across the nation.
The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.
Justin began his career in the financial industry with Wells Fargo Advisors in 2010. He joined Stifel in 2016, moved to Merrill Lynch in 2018, and returned to Stifel in 2019. He has teamed with Bob as part of the Foresight Wealth Management Group, because he, too, believes in the importance of operating in a team environment and developing a documented comprehensive wealth management plan to help provide clients a roadmap toward their life, financial, and retirement goals.
He earned the Accredited Investment Fiduciary® designation in 2016. The AIF® designation identifies individuals who have met the experience requirements of the Center for Fiduciary Studies, a division of Fi360, have gained a fundamental understanding of the principles of fiduciary responsibility and processes for meeting a defined standard of care, and have passed Fi360’s AIF® examination. In 2019, Justin earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.
Justin earned a Bachelor of Arts in Business Administration with a concentration in Accounting from the University of California-Irvine. His education provides a unique background, allowing him to understand the macroeconomic environment to help analyze an individual company’s financial position and needs.
Dave began his investment industry career in 1994 with The Hartford Financial Services Group and joined the team at Stifel in 2019. He has helped clients across Southern California with portfolio design, retirement income strategies, as well as college savings and 401(k) plan education. He graduated from California State University – Fullerton and holds Series 7, 63, and 65 securities licenses.
Born and raised in Southern California, Dave has continued to support his community. He has served on the Foothill High School Volleyball board as tournament director and volunteered as coach for Little League teams, the National Junior Basketball team, and club basketball teams. In his spare time, Dave enjoys surfing, golfing, traveling, and spending time with his wife, Tifney, and son, Kyle.
Patrick began his financial services career in 2018 when he joined the team as an intern. Since then, he has worked alongside members of the team getting to understand the meticulous attention to detail that goes into each client’s experience.
Patrick is a local Southern Californian. He attended Chapman University and holds Series 7, 63, and 65 securities licenses. He looks to provide his clients with outstanding service with the help of his team. Patrick continues his philanthropic ventures with organizations such as CHOC Hospital and the Let It Be Foundation. In his free time, he enjoys spending time at the beach, surfing, and getting outdoors.
Rachel joined Stifel in 2016 after serving seven years as a Registered Client Associate with RBC Wealth Management. She has extensive knowledge in assisting clients and is focused on delivering outstanding service to every client of the Foresight Wealth Management Group. She holds Series 7, 63, and 65 securities licenses.
Rachel earned a B.A. in Literature - Modern Literary Studies from the University of California, Santa Cruz. She recently returned to her hometown of Huntington Beach, California, to be closer to family and friends. In her free time, she enjoys relaxing with her family, spending time at the beach, running, and reading.
Lauren joined Stifel in 2022 after earning a Bachelor of Arts in Business Economics from California State University. Her experience as a financial/marketing intern with Hyundai is what inspired her financial career. Working closely with the team, Lauren assists with 401(k) employer plans, executes requests for capital, and fulfills account-related service needs. Lauren has a passion for delivering high-quality professional service as a first point of contact for every client of the Foresight Wealth Management Group.
Born and raised in Southern California, Lauren enjoys volunteering for Operation Blankets of Love, swimming, running, and spending time with family.
