Robert Stoddard

Robert Stoddard, Registered Financial Consultant and Member of National Ethics Bureau.

His firm, The Stoddard Group, Inc., has maintained a spotless, A+ record with the BBB for over a decade.

Robert is an elite nationwide "defensive asset allocation" planner based in Orange County, California. He has been educating investors for the past 14 years on how to preserve their assets, increase their income, and reduce taxes. Over 1,000 clients have chosen Robert to safeguard over $500 million dollars, and more importantly, their family's future. Consequently, Robert is regarded as the local expert in estate planning, knowing both the risks and opportunities for his clients.

Using a team concept, he has expertise in the broad field of estate planning, including wealth accumulation, estate analysis, estate preservation, retirement planning, senior housing, wealth creation, responsible distribution to heirs/charities, and of course, financial planning. Robert was introduced to the estate planning industry by being his parent's primary caregiver for two years. He has experienced firsthand what is needed to protect his clients and their families.

Robert grew up in Newport Beach. He and his wife now live in San Clemente where he has been a resident since 1973. He is also a very active volunteer for the County of Orange. Rob and his wife enjoy international travel and back country camping.