Robert Roman is a Principal at GenTrust and has over 20 years of experience in wealth management, focusing on multi-generational financial solutions for families. They began their career at UBS, serving affluent high-net-worth individuals and families for a decade before founding Legacy Private Client Group, which quickly became a leading firm in California and the U.S. In 2016, Robert partnered with MGO to enhance their holistic service model, which emphasizes both financial planning and active management. Today, Robert is recognized as a leading financial advisor in the entertainment and sports industries, dedicated to tailoring solutions to meet clients' needs.
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