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Robert Britton
Senior Wealth Advisor-Working with families and small businesses to achieve financial goals with in-depth planning and honest advice.
Robert Britton is an accomplished investment professional known for effectively managing high net-worth, multi asset class investment portfolios.
With a background in International Economics, Robert holds a Bachelor of Arts degree from San Diego State University-California State University.
Currently serving as a Senior Wealth Advisor at TCG Trusted Capital Group, LLP., Robert has also held various roles at Wells Fargo, including Portfolio Manager, Business Systems Consultant, and Financial Advisor.
Robert brings a wealth of experience in maintaining portfolio risk standards, developing market strategies, and fostering strong client relationships.
As a CFA charterholder and CFP® certificant, Robert is dedicated to ensuring investor confidence and market integrity in all aspects of his work.
