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Robert Mustafa

Vice President | Private Wealth Manager and LPL Financial Advisor

Pence Wealth Management

United States, California, Newport Beach

About Me

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

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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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