Robert Choy
CFP®, CPWA®
Here to act in your best interests
About me
As a financial planner since 2000, I work hard to assure my clients that together we can create a workable and livable plan that can help lead them to the financial lifestyle they desire. It may not always be easy but it’s definitely worthwhile. Outside of work, I have a passion for art and architecture.
Certifications
CERTIFIED FINANCIAL PLANNERâ„¢
Certified Private Wealth Advisor®
Education
Bachelor degree, Architecture - University of Hawaii
Master degree, Urban and Regional Planning - University of Hawaii
Visit one of our Locations
San Francisco IV - San Rafael
3950 Civic Center Drive
Suite 315
San Rafael, CA 94903
San Francisco III - Santa Clara
3945 Freedom Circle
Suite 950
Santa Clara, CA 95054
Working with Us
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Certain services provided on an educational and guidance basis only.
