Robert Wheatley, CFP®, ChSNC®

With a life-long passion of helping others, Robert gravitated to the financial services industry in 1994 to positively impact people's lives. Robert's mission is to create generational legacies and build financial freedom by helping individuals pursue their goals and prepare for their future. He has spent a number of years working with non-profit organizations and churches, educating individuals and families on personal finance. Since joining Trilogy in 2000, Robert has utilized his coaching skills and optimistic outlook on life to help his clients work toward their financial freedom.

Robert loves seeing others succeed in all facets of his life, personal, professional, and those he assists on a volunteer basis. He also acts as a dynamic member and mentor with the Los Angeles chapter of the organization, The 100 Black Men of America. A dedicated family man, Robert enjoys spending time with his Wife (high school sweetheart) and their children. Robert also enjoys watching sports and regularly playing golf.

Robert holds his Series 66 registration with Sovran Advisors, LLC He also holds his Series 6, 7, 24, 51 and 63 registrations with Cetera Wealth Services LLC and holds California Insurance Licenses for Life, Health and Disability. Robert has his Bachelor of Science in Business Management.