CoverProfile

Robert Boyd

Chief Financial Officer and Registered Investment Advisor

CORE Financial Advisors

United States, California, San Bernardino

About Me

ROB BOYD is CORE's Chief Financial Officer, a licensed tax preparer and is a Registered Representative and a Registered Investment Advisor with over 30 years experience in the brokerage industry. Rob graduated from Brigham Young University in 1984 with a degree in Economics, a minor in Computer Science and a specialization in Tax Accounting. Rob has 3 wonderful daughters and 5 amazing grand children. He enjoys political philosophy, American history (especially the Revolutionary War), hiking, boating, and public speaking.

Profile Information

Chief Financial Officer and Registered Investment Advisor

CORE Financial Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

San Bernardino

California

United States

Oct 2, 2024

More profiles to browse

AB
Andrew Boyd
President
PH
Paul Hensler
Investment Advisor

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation