Robert C. is an accomplished finance professional with extensive experience in leadership and financial education. Currently serving as a Partner at Prosperitas Financial since February 2024, Robert also founded and hosts the Advice First podcast since July 2020. As a speaker for The Society for Financial Awareness, a non-profit organization focused on promoting financial education, Robert has contributed significantly since April 2017. Previously, Robert held positions such as Sales Vice President at The Plus Group Texas from February 2020 to January 2024, and Regional Vice President at Petersen International Underwriters from April 2013 to February 2020. Robert began the career as a Sales Representative at Matrix Concepts, LLC from June 2010 to April 2013. Robert earned a BA in Communications, Marketing from California State University, Bakersfield between 2009 and 2011.

Links


Org chart

Sign up to view 0 direct reports

Get started