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Robert Schannep, AIF®

Financial Advisor

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In his role as a financial advisor, Robert develops custom financial plans that take into account each client’s current financial situation, goals for the future and any challenges that may stand in the way of pursue those goals.

Robert has been an advisor since 2012, following in the footsteps of his father and grandfather. Prior to joining Southwest Investment Advisors, Robert worked in social services, which has given him a unique perspective on the importance of helping people pursue their financial goals.

Robert has a bachelor’s degree in English literature and graduated summa cum laude from Biola University in La Mirada, California. He has passed the FINRA Series 7, 31, 63 and 66 exams.

When not at work, Robert spends most of his time with his wife, Robin, their six children and their dog. He enjoys adventuring in the woods, meditating, praying, journaling and playing the guitar.