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 Advisors, a HUB International company 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
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.