Stan Robare, CFP®, CIMA®

Financial Advisor

Stan joined our team after graduating from the University of Texas at Austin in the summer of 2009. He holds both the Certified Financial Planner® and Certified Investment Management Analyst® designations. 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. The CIMA® certification identifies individuals who have met extensive experience and ethical requirements and successfully completed advanced investment management consulting coursework provided through one of three top-20 business schools in the United States: The University of Chicago Booth School of Business, The Wharton School at the University of Pennsylvania, or the Yale School of Management As a member of the Robare & Jones Investment Policy Committee, Stan is actively involved portfolio analysis, investment strategy, and risk management on behalf of our clients across a wide spectrum of public and private market opportunities. He manages our trading process as well as the software we utilize for our research and trade execution.

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