Robert

Choy

CFP®, CPWA®

picture of a planner

Here to act in your best interests

About me

As a financial planner since 2000, I work hard to assure my clients that together we can create a workable and livable plan that can help lead them to the financial lifestyle they desire. It may not always be easy but it’s definitely worthwhile. Outside of work, I have a passion for art and architecture.

Certifications

CERTIFIED FINANCIAL PLANNER™

Certified Private Wealth Advisor®

Education

Bachelor degree, Architecture - University of Hawaii

Master degree, Urban and Regional Planning - University of Hawaii

Visit one of our Locations

San Francisco III - Santa Clara

3945 Freedom Circle

Suite 950

Santa Clara, CA 95054

San Francisco IV - San Rafael

3950 Civic Center Drive

Suite 315

San Rafael, CA 94903

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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