Robert Farwell, Financial Advisor located in San Diego, CA

Financial Advisor
Robert Farwell

CFP®, RICP®
6050 Santo Road Suite 140, San Diego, CA 92124opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Teachers and Professors
  • Military Professionals & Veterans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • RICP®

    Retirement Income Certified Professional®

Personal Interests

  • Spending Time with Family
  • Traveling
  • Pets
  • Music
  • Sports Enthusiast

Team Members

  • Gesualdo Sanchez
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(858) 514-8876

Fax

(800) 489-0738

Office Address

6050 Santo Road Suite 140
San Diego, CA 92124opens in a new window

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