About the Business
Robert Shabkie is committed to assisting his clients in achieving their major personal and financial life goals. He possesses a wealth of experience, including a Certified Financial Planner certification, a Series 7 and 66 securities registration, and a Master of Laws in Taxation. Robert is eager to share his expertise and guide his clients on their journey to financial security.
As part of his mission to provide the best service for his clients, Robert has assembled a knowledgeable team of professionals. His team uses their combined expertise to help customers make informed decisions about their finances. With Robert’s leadership, his team works hard to ensure that clients’ investments are tailored to their individual needs and objectives.
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- (858) 560-0766
- 7777 Alvarado Rd Ste 263, La Mesa, CA 91942
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Opening Time
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Mon-Fri
9:00 am - 4:00 pm