Stan Robare, CFP®

Financial Advisor

Stan joined our team after graduating from the University of Texas at Austin in the summer of 2009. He is a Certified Financial Planner® and is Series 7 and 63 Securities licensed. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand all the complexities of the changing financial climate and will make recommendations in your best interest. As a member of the Robare & Jones Investment Policy Committee, Stan is actively involved in the decision-making process of how we invest capital on behalf of our clients across a wide spectrum of public and private market opportunities. He works with Jack in executing trades, database management and all the hardware and software we utilize for our research and trading. Stan manages “Access 360,” which gives our clients online document storage and 24-hour access to a consolidated view of their accounts.

In addition, Stan manages retirement projection cash flows for clients, assists in investment policy development and is involved in the calculation of risk management options for Life Insurance and Long-Term Care insurance.

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