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Robert "Bob" Brower, CFP® CIMA®

Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
Chartered Financial Consultant (ChFC®)
Visit my personal page
619-557-4777

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Waterfront Wealth Management Group was founded by Mr. Brower in 2010 and uses a comprehensive wealth management approach as he has for over thirty years. The team takes pride in bringing order and understanding to the financial affairs of their clients. They strive to know their clients well so they can serve them effectively using fully customized solutions. Financial planning is central to this process.

Mr. Brower holds seven industry designations including the Certified Financial Planner ™, Certified Investment Management Analyst SM and the Chartered Financial Consultant®. He has earned the UBS Financial Services designations of Wealth Advisor and Portfolio Manager and is a certified associate of UBS International, authorized to do business with many non U.S. clients.

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Registered States:
AZ, CA, CO, FL, ID, IL, LA, MA, MD, MI, MN, MS, MT, NV, NY, OH, OR, SD, TN, TX, VA, WA


Ivy Edmunds

Registered Client Service Associate
619-557-4780

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Registered States:
CA


Karen A. Corey

Registered Client Service Associate
619-557-4754

email




Registered States:
CA