Robert Choy, CPWA®, CFP®, is currently a Director and Financial Advisor at Baird, having assumed this role in 2025. They previously held the position of Director of Financial Planning at Edelman Financial Engines from 2016 to 2025. Prior to that, Robert served as VP of Financial Consultant at Fidelity Investments from 2007 to 2016, and worked as a Financial Advisor at Merrill Lynch and Smith Barney from 2000 to 2007. Robert is also pursuing a Master of Urban & Regional Planning and holds a Bachelor of Architecture from the University of Hawaii at Manoa.
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