Robert Bailey

Robert Bailey is a Retirement and Estate Planning Specialist who has been providing financial solutions to Southern California residents for the last 24 years.  He has successfully helped individuals and business owners safely accumulate retirement assets, increase their retirement income, and protect their estates from being depleted.  As a business owner himself, he is uniquely focused on creating and implementing strategies that can help business owners maximize their retirement funds while simultaneously reducing their business’ taxable income.

Robert is a graduate of California State Polytechnic University, Pomona where he earned his Bachelor of Science Degree in Finance.  He is also a graduate of the University of California, Irvine’s program in Personal Financial Planning.  He is a Registered Investment Advisor as well as a Licensed Insurance Agent, CA License #OB86694.

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