"You have two ears, and one mouth. Use them in proportion." This advice served me well as a business owner for over 25 years.
As a financial advisor with Edward Jones, my priority is to listen and learn about you and your story. What is most important to you and what are you trying to accomplish? Whether it's planning your ideal retirement, protecting the financial future of your loved ones or helping your employees build their financial future, we will work together to develop strategies to help you achieve your goals and to make sure you stay on track.
Born and raised in Chula Vista, I earned a Bachelor of Science degree in business administration from San Diego State University. My wife, Lisa, is an educator at SDSU and a Level 1 sommelier. We are proud parents to two amazing women. Elyse teaches Humanities at High Tech MS, and Lauren works for UNICEF on immigration policy. We love to travel together, especially to various wine regions throughout the world.
Outside of the office, you'll find me attending Padres, Aztecs and SD Loyal games; playing golf; spending time with friends and family at local restaurants, breweries and wineries; or enjoying many of the outdoor activities that San Diego has to offer.
I give back to my community as a volunteer member of the grants committee for the Chula Vista Community Foundation, and I volunteer for the Association of Financial Educators. Lisa and I also love to volunteer at the SommCon convention, when it is held here in San Diego.
If you are an individual investor, a retiree, an executive or a business owner, please reach out to me to schedule an initial conversation. I welcome the opportunity to hear your story.
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Wine Collecting/Enthusiast
- Community Outreach
- Sports Enthusiast
Office Address7877 Parkway Drive Suite 2a
La Mesa, CA 91942
Phone NumberRobert Farwell at (619) 698-6688
|Mon||07:30AM - 04:30PM|
|Tue||07:30AM - 04:30PM|
|Wed||07:30AM - 04:30PM|
|Thu||07:30AM - 04:30PM|
|Fri||07:30AM - 03:30PM|
|Sat||By Appointment Only|
- Web Conferencing
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More
Tax resources and client statements
Make informed investment and tax decisions with helpful and clear information.Learn More