Robert H. Sowder, CFS, AIF
For more than 20 years, Robert has been helping families work toward their pre-retirement and retirement goals and dreams. His approach is a comprehensive wealth management focus with an emphasis on retirement planning, investment management and estate planning. He works with three other highly experienced and credentialed financial planners who rely on extensive academic research and a disciplined planning focus.
As he works with clients to build their unique plan, he learns about their goals, dreams, investment experience and risk tolerance. Upon completion of their plan, he implements their strategy and makes adjustments as needed when the financial landscape changes or when the client's personal situation changes.
He frequently speaks to groups about investing and currently co-teaches a course in retirement planning at Santa Monica College. He holds the following registrations: Series 7; Series 65; Series 62 and 24. He also holds a Certified Fund Specialist designation (CFS), and Accredited Investment Fiduciary designation (AIF).
Robert is a Financial Planner and Investment Advisor Representative with Cetera Advisor Networks LLC, member SIPC, and a full-service planning, investment advice and brokerage services organization. Cetera is headquartered in El Segundo, CA, with offices nationwide.