Robert Vollmer has been an investment professional for over 35 years. He has a Masters of Business Administration (MBA) from the University of California at Irvine and an undergraduate degree in Economics from the University of Southern California, graduating near the top of his class from both universities.
The focus of his practice has been on assisting "pre-retirement" individuals build up their net worth and plan for retirement as well as helping those that have already retired keep what they've earned with a focus on principal preservation.
Robert has also worked in financial planning at the institutional level offering sophisticated levels of financial planning, analysis, treasury and wealth management services for such firms as PacifiCare, Burlington Air Express, the Fluor Corporation, and a few others.
The foundation of Robert's practice is TRUST. Robert treats his clients like family and operates under the golden rule: "treat others how you would want to be treated."
Robert has been married to Mary Lynn Vollmer for over 35 years. They enjoy time together attending concerts, the theatre and getting really frustrated trying to play golf without embarrassing themselves.