Salt Lake City, Utah
Utah Valley University, B.S. in Personal Financial Planning
It doesn’t matter how much money you make, but how you manage that money that will make all the difference.
Robert is Vice President at EP Wealth Advisors, he wanted to be a financial advisor from the moment he learned about the career. He went on to obtain his degree in Personal Financial Planning at Utah Valley University. Robert chose EP Wealth Advisors because of the incredible structure it provides in helping Individuals and families reach their financial goals. He receives his greatest satisfaction from providing tailored unbiased financial advice that not only educates but empowers his clients to make the most informed decisions. When Robert is not working, he is spending time with his family, playing golf and being active outdoors
Latest Posts by EP Wealth Advisors
Unemployment Rates, Biden’s Infrastructure Bill, and Increasing Tax Rates | Market Update March 29, 2021