Robert Wheatley, CFP®, ChSNC®

As the CEO and Senior Wealth Manager of Envisage Wealth Management, I passionately serve individuals and families to help build financial security and lasting legacies. Since 1994, I’ve focused on guiding clients toward their goals through education, coaching, and long-term planning.

My work took on deeper purpose through my personal journey as a father to a son with special needs. Born with Down Syndrome, his zeal for life and resilience inspired me to expand my focus, creating Envisage Wealth Management. One of the few financial services firms with an emphasis on aiding Special Needs families build stability, plan with intention, and secure their futures with confidence.

My commitment to community extends beyond my professional life. Serving as a mentor and active member of Los Angeles chapter of 100 Black Men of America, supporting leadership development and youth empowerment.

I hold Series 66 registration with Sovran Advisors, LLC, as well as Series 6, 7, 24, 51, and 63 registrations with Cetera Wealth Services LLC. I am also licensed in California for Life, Health, and Disability insurance and hold a Bachelor of Science in Business Management.