Robert Greenamyer, CFP<sup>®</sup>

Robert Greenamyer, CFP®

Senior Financial Advisor

Phone: 949-474-4441
Fax: 949-474-4442
E-mail:


Bob specializes in comprehensive financial planning including retirement, estate preservation, risk management, asset allocation and portfolio management.  He begins by constructing a comprehensive analysis of the client's financial situation in relation to his or her goals, then constructs a set of strategies to help reach those goals while minimizing their risk exposure. (more)

Insurance License: CA 0A94740