Rob Wright

founder, portfolio manager

Partner and Co-Founder, has been in the industry since 1994. He has degrees in English and Liberal Studies as well as a Teaching Certificate from California State San Bernardino. In addition to meeting with clients, Rob assists in the investment selection process. He writes the newsletters and correspondence and works closely with our Advisors to ensure that we present a timely, consistent message to our clients. He also participates in marketing efforts such as workshops and seminars.


Before becoming a Financial Advisor, Rob was a member of the New Christy Minstrels and he continues to perform with his banjos and other stringed instruments in concert as a member of the Wildcat Jazz Band throughout North America and as a guest artist with local symphonies and at various music festivals. Rob and his wife, Linda have one daughter and two grandchildren.

Licensing and Regulatory

Licenses: Series 7, Series 63, Series 31 held through LPL Financial and the Series 66 is held through LPL Financial and Southwest Investment Advisors