Rob has a Bachelors of Science degree, in Finance and Economics, from Oklahoma State University and 20 years of management experience. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Texas Life, Accident and Health Insurance License.
Working closely with clients, Rob develops plans tailored to their long-term financial goals and tolerance for risk. He is proficient with employee transitions, educational funding, planning for income in retirement and general financial services. Rob Believes in the rewards of a conservative asset allocation, but is prepared to assist members at all levels of experience and risk tolerance.
Call Rob at 210-637-4569 or 1-888-294-0202 to schedule a no-cost, no-obligation consultation today!
RB Financial LLC is
affiliated with Randolph-Brooks Federal Credit Union (RBFCU). Securities
sold, advisory services offered through CUNA Brokerage Services, Inc.
(CBSI), member FINRA/SIPC, a registered
broker/dealer and investment advisor. CBSI is under contract with RBFCU
to make securities available to members. Not NCUA/NCUSIF/FDIC insured,
May Lose Value, No Financial Institution Guarantee. Not a deposit of any