Robert Mustafa began his financial planning and wealth management career in 2001. He was an advisor to U.S. Army soldiers and their families, helping to ensure that they could meet their retirement planning, estate planning, investment, and tax savings goals. Serving in combat and coming under direct enemy fire taught Robert the importance of planning for expected—and unexpected—life events. He applies what he learned to support and guide his clients in pursuing short-term and long-term financial confidence. As a financial advisor, Robert partners with his clients to create practical strategies so they can look forward to satisfying, financially confident futures. He also focuses on build
Robert Mustafa
Vice President | Private Wealth Manager and LPL Financial Advisor
Pence Wealth Management
United States, California, Newport Beach
About Me
Profile Information
Vice President | Private Wealth Manager and LPL Financial Advisor
Pence Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Newport Beach
California
United States
Oct 12, 2025
Work Experience
Pence Wealth Management
Vice President | Private Wealth Manager and LPL Financial Advisor Oct 2016 - Present
Email: robert.mustafa@lplfinancial.com
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