FROM WALL STREET TO MAIN STREET, WE HAVE THE EXPERIENCE TO HELP YOU.
About RJM Financial Group: Our experience in wealth management and risk management and dedication to our clients starts from the top with our president, Mr. Robert Menz.
Originally from Long Island, NY, Robert received his BA in Government and International Relations from the University of Notre Dame in 2000. Upon completing a five and a half year tour as a Captain in the US Army, Robert began his career as a Financial Advisor with UBS in Beverly Hills. After attaining his Series 7, 66 and CA life and health licenses, he worked as a junior partner with a team of senior advisors.
CA Ins Lic: 0F47313
In July 2009, Robert decided to venture out and become an independent financial advisor to bring a more personal touch to his business model. His focus is risk managed financial planning with an emphasis in tax-advantaged investment portfolios.