Broker Check
Robert Shipe

Robert Shipe

Senior Financial Advisor

Robert began his career in the financial services industry in 2011 after owning and building two successful businesses in the Central Coast of California. Robert earned his finance degree from Western Governors University. Prior to earning his degree, Robert served in the United States Army’s 5th Infantry Division where he was Honorably Discharged.

Robert believes your investment strategy should be personalized to you. “Before I recommend any strategy, we will work together to understand what is most important to you, including your goals, your comfort level with risk and your choices for how you would like to work with me.”

In Robert’s spare time, he enjoys fitness and sports activities in the great outdoors; competing in Spartan races with his son; all things Oakland (or Las Vegas) Raiders; and hiking with his adorable granddaughter, Lilu. He is a hobbyist chef for friends and family, and loves travel and adventure.