Executive Profile:

Rob has over 20 years of experience in the financial services industry. He possesses a wealth of knowledge and experience working with individuals as a Financial Advisor. Early in his career, he was a successful financial advisor and over years he was promoted to Branch Manager. Finally, he was a Regional Manager for a well known financial service firm with his territory covering most of Northern California.

He found an excellent opportunity that he could not overlook and transitioned back to what he is truly passionate for, advising clients and organizations on the best possible way to grow and retain their assets. A progressive entrepreneur, Rob has the ability to find the best possible outcome for his clients and explains things by applying an educational approach using plain English.

Rob is a Northern California native and has lived in the Sacramento area for over 15 years raising his 5 children with his wife, Juli in Folsom, CA. He graduated from Santa Clara University with a degree in economics. He holds FINRA Series 7, 8, 24, 66 licenses and is a licensed insurance agent in the state of California (CA Insurance License #0G04573). He is a Registered Principal with Securities America and is currently affiliated with Rios & Associates, Inc. in Folsom, CA where he is a Financial Advisor and assists in the supervisory activities of the branch office. In his spare time Rob enjoys coaching and attending his children’s numerous sporting events, golfing, camping, and spending time with family.