Robert P. Engel, CFP®
Co-Founder | LPL Financial Advisor
Rob brings vast experience to executives and business owners in the areas of Investment Strategies, Insurance Solutions, Qualified Retirement Plan Management, and Business Entity Planning.
Rob has been helping his clients pursue their financial goals since August of 1987. He earned his Bachelor of Arts in Economics from California State University Long Beach in May of 1987. Rob also earned his Certified Financial Planning designation from the College of Financial Planning in April of 1992.
Rob began serving his clients through a financial planning based platform at a nationally known firm. During this time, he gained his vast experience in providing consulting to executives and business owners in the area of Investment Strategies, Insurance Solutions, Qualified Retirement Plan Management, and Business Entity Planning.
Today as a financial planning practitioner, Rob brings personal and customized recommendations that help address the complex array of financial challenges his clients currently confront. In 2006 Rob joined LPL Financial, nation's largest independent broker/dealer* serving Independent Financial Advisors. Rob has an extensive array of objective strategies to help address the needs of his diverse clients.
He serves primarily retirees successful executives, small business owners, individuals, and their families through a comprehensive financial planning based approach. He is proficient in areas such as retirement consulting, IRA management, portfolio analysis, risk management, family estate planning, and tax minimization strategies.
Rob resides in San Clemente with his wife, Laura, enjoying outdoor activities such as; walking their dogs, motorcycles, tennis, skiing, and golf.
(*as reported by Financial Planning magazine, June 1996-2020, based on total revenue)
CA license #0740032