Rob Barber is a Financial Advisor with LPL Financial and an Investment Advisor Representative with Perennial Financial Services in Arroryo Grande, CA. Rob echoes Mike's beliefs that the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time. Committed to serving your best interests, Rob works hand in hand with Mike to deliver a comprehensive, strategy-focused approach to managing and preserving your wealth for you and your family or business.
Rob employs the vast resources of LPL Financial, the nations largest independent financial broker dealer1 and Perennial Financial Services, to bring the right expertise and tailored financial strategies designed to meet clients’ situation specific needs. Chosen by Mike to assist with his practice due to like-minded values, Rob is dedicated to learning and understanding your financial goals with personal attention and service to earn your trust and be your valued advisor for life.
Prior to beginning his career in financial services, Rob helped several businesses and owners reach their highest levels ever achieved. With a background in coaching, support services, and operations, Rob brings a commitment to results he wants for his clients as well. He developed a passion for investing and became a financial advisor to help people better prepare for, and live in, retirement. He received his undergraduate degree from Montana State University-Billings. As a central coast native, Rob is happy to be back in Arroyo Grande. He attends St. Patrick's Church and is an active member in the tennis and beach volleyball communities.
1as reported in Financial Planning Magazine 1996-2020, based on total revenues