Robert Walterman is a Wealth Advisor experienced in managing capital for individuals, corporations, and retirement plans. He provides investment management services through his discretionary portfolio strategy, as well as through separately managed and brokerage accounts.
With over 40 years of experience in the financial services industry, Robert has held key positions with a number of top financial services firms over the course of his career. Prior to joining LMA in 2010, he founded Walterman Financial Management, LLC in 2004 which provided clients with independent financial planning services relating to retirement, education, estate, investments and charitable giving. Previously he was Senior Vice President/ Regional Manager for Oppenheimer & Co.
Robert attended the University of North Carolina where he earned his B.S. in Economics and Business. He obtained a Certified Financial Planner designation in 1986. He completed advanced training at the Wharton School of Business in 1989. His employers have included Prudential Securities, Inc., Smith Barney, Cowen & Co/SG Cowen, Lehman Brothers and Oppenheimer & Co.
Robert currently resides in beautiful Riverside, California. He enjoys keeping up with the latest industry and financial news, and is an avid collector.
Securities offered through Lara, May & Associates, LLC, Member FINRA/SIPC. Investment advisory services offered through Lara May Advisors, a division of XML Financial Group.