Rob Proano
Founder, Technical Investment Strategist at AssetIO Wealth Management | Los Angeles Metropolitan Area
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Rob Proano is the Founder and Technical Investment Strategist at AssetIO Wealth Management, where he leverages his diverse background in science and engineering to create innovative financial solutions. With a unique blend of analytical rigor and emotional intelligence, Rob is dedicated to helping clients navigate the complexities of financial planning, technical analysis, and portfolio management. His journey has been marked by a commitment to continuous learning and a passion for understanding human behavior, which he integrates into his wealth management strategies.
At AssetIO, Rob spearheads key projects that focus on developing tailored investment strategies that align with individual client goals. His expertise in technical analysis allows him to identify market trends and opportunities, ensuring that clients are well-positioned to achieve their financial aspirations. Rob’s approach is not just about numbers; it’s about understanding the dreams and aspirations of his clients, which he believes are the foundation of effective wealth management.
Rob's experience in scientific research and product development informs his meticulous processes, enabling him to implement robust financial planning frameworks that address retirement and estate planning needs. His holistic view of finance encompasses life insurance and financial analysis, ensuring that every aspect of a client’s financial health is considered. By combining technical expertise with a heartfelt commitment to improving lives, Rob Proano stands out as a wealth advisor who not only imagines but also fulfills the dreams of those he serves.
Founder, Technical Investment Strategist at AssetIO Wealth Management in April 2020 to Present
CERTIFIED FINANCIAL PLANNER (TM) Practitioner at LPL Financial in May 2018 to April 2020
CERTIFIED FINANCIAL PLANNER (TM) Practitioner at MassMutual Financial Group in July 2016 to May 2018
Financial Planner at MetLife in May 2005 to June 2016
Area Director of Printer Sales, Pacific Northwest at Xerox in August 1990 to October 2001
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Cornell University, Ph.D., November 1985 to November 1990
University of Rochester, November 1991 to November 1993
Missouri University of Science and Technology, BS, November 1981 to November 1985
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Technical Analysis
Human Behavior
Financial Planning
Investment Planning
Wealth Management
Retirement Planning
Estate Planning
Financial Analysis
Life Insurance
Finance
Financial Services
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Discover more about AssetIO Wealth ManagementWhat is Rob Proano email address?
Email Rob Proano at [email protected]. This email is the most updated Rob Proano's email found in 2026.
How to contact Rob Proano?
To contact Rob Proano send an email to [email protected]. (updated on September 01, 2024)
What company does Rob Proano work for?
Rob Proano works for AssetIO Wealth Management
What is Rob Proano's role at AssetIO Wealth Management?
Rob Proano is Founder, Technical Investment Strategist
What is Rob Proano's Phone Number?
Rob Proano's phone (**) *** *** 109
What industry does Rob Proano work in?
Rob Proano works in the Financial Services industry.
Rob Proano Email Addresses
Rob Proano Phone Numbers
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