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Robert Britton, CFA, CFP®

Senior Wealth Advisor

Contact Information

41951 Remington Rd. Suite 210 Temecula, CA 92590
Phone: 951-633-1040 | Fax: 951-414-3454

Background

Robert Britton is a Senior Wealth Advisor at TCG Advisory Services, LLC, a HUB International company (TCG) where his focus is on fully understanding each of his client’s unique set of needs and circumstances in order to make the most appropriate recommendations that encompass all parts of their financial life. Additionally, Rob is a contributing member of the TCG Investment Committee. Rob helps strengthen TCG’s capabilities, deepens our collective knowledge, and enhances TCG’s commitment to clients. 

Rob graduated from San Diego State University with a B.A. in International Economics and holds the Chartered Financial Analyst and Certified Financial Planner® designations. Rob is also a member of the CFA Society of San Diego and previously served on the board of the San Diego chapter as Chair of University Relations. 

With over fifteen years of investment experience, Rob previously worked as a Portfolio Manager at WFA Wealth Advisors and Wells Fargo Private Bank. His work included developing customized investment strategies for high net-worth individuals. Rob was also a member of the Private Bank’s equity research team where he was responsible for analyzing and recommending companies in the financial technology sector.

Rob and his wife Lacey are parents to three daughters Kennedy, Dylan, and Taylor. In his free time Rob enjoys fishing, cooking, playing tennis, and tending his year-old grape vines in hopes of someday making his own wine.

Areas of Focus

  • Wealth management
  • Financial planning
  • Tax planning
  • Cash flow analysis
  • Estate planning
  • Purchasing/selling of a business
Investment advisory services offered through TCG Advisors, an SEC registered investment advisor. Insurance Services offered through HUB International.
 
HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S.

*Some of the services listed above may be provided outside of HUB International and its affiliates.

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DISCLOSURES
TCG Advisory Services, LLC ("TCG Advisors") is a registered investment advisor regulated by the U.S. Securities and Exchange Commission (SEC) subject to the Rules and Regulations of the Investment Advisor Act of 1940, and is a part of TCG Group Holdings, LLP. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. We are located in Austin, Texas. A copy of our Form ADV Part 2 is available upon request.

This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in this brochure will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing in this brochure should be construed as guaranteeing any investment performance.

This website may contain forward-looking statements and projections that are based on our current beliefs and assumptions on information currently available that we believe to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.