Rob Willgoss, CFP®

First Vice President/Investments

Rob is a First Vice President/Investments with Stifel and has over 20 years of financial services experience. As a member of The Compass Pointe Group, Rob provides investment management for a select group of families and leads all investment planning engagements for the team’s clientele. Rob’s investment planning background enables him to integrate our clients’ investment, tax, insurance, legacy, and family objectives into a comprehensive wealth management plan. A lifelong student of the markets, Rob believes that while markets and returns are important, helping clients identify priorities, accomplish their goals, and preserve their legacies is what matters most.

Born and raised in San Diego, Rob is a graduate of San Diego State University and holds a Bachelor’s Degree in Business Administration. He has also been a Certified Financial Planner™ practitioner since 1996 and is a member of the Financial Planning Association. Prior to joining Stifel, Rob served as Vice President with Morgan Stanley from 2010-2015 and a Wealth Management Advisor with Merrill Lynch from 1995-2010. In his spare time, Rob enjoys hiking, traveling, and spending time with family.  Rob is also an avid animal lover and volunteers with and supports various animal causes, including Best Friends Animal Society, Cat House on the Kings, and the San Diego Humane Society.

 

 

 

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