Robert Verdugo, CMFC®, APMA®, CMT®

Financial Analyst, Senior Trader

As a Financial Analyst, Robert assists in the execution of trades, account analysis, and performance reporting. He has previously worked for the Los Angeles Angels of Anaheim, LLP in their finance department.

Robert graduated from the University of California, Irvine with a bachelor’s degree in Business Economics. He currently holds the Chartered Mutual Fund Counselor ℠  and Accredited Portfolio Management Advisor℠ designations from the College for Financial Planning. He was awarded the Chartered Market Technician® designation in 2022.

What drew you to the wealth management industry?
The ability of helping people realize and achieve their goals and aspirations. The daily battle between the bulls and the bears are a close second.

What is the most rewarding part of being a BFSG Team Member?
I enjoy being a part of a team that values your input and appreciates the work we put in.

If you were a superhero, what superpower would you have?
Telekinesis.