AssetIO Wealth Management is a growing boutique financial planning and investment management firm based in the heart of the entertainment industry. We are analysts with a heart; passionate about creating greatness in peoples’ lives. We believe that every person’s uniqueness is their primary asset, which we mold through detailed planning to create each client’s path to greatness. Our investment team are technical analysis specialists, providing clients with greater flexibility and understanding of how and why investment decisions are made.
______________________________________________________________________

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Rob Proano is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC (www.sipc.org).

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, CO, FL, ID, MI, OK, SD, TX, and WA.

AssetIO Wealth Management

Org chart

Teams

Offices