Robert
Choy
CFP®, CPWA®
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.
