RB

Robert Brower, CFS®, CFP®, ChFC®, CLU®, CRPC®, CIMA®, CRPS®, CTFA

Member in Good Standing
Senior V.P.- Wealth Management
San Diego, CA
CFS®
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About Robert

Robert L. T. Brower CFP, CFS, ChFC, CLU, CIMA, CRPC, CRPS. Senior Vice President- Wealth Management. Employed by UBS Financial Services, Inc., UBS International Inc. and predecessors since 01/1984. B.A.(Special), Class of 1979 from University of Alberta, Canada. Majored in Economics, minored in Political Science. Specialize in HNW and non-resident clientele. Investment vehicles of choice: wrap fee multi-advisor mutual fund portfolios and municipal securities. Manage $200MM in client assets and liabilities. Previously served as UBS San Diego branch insurance, mutual fund, managed futures, and futures coordinator.

Education

Bachelors (Special)

Licenses

Series 63
Series 7
Registered Investment Advisor
Life
Series 3
Variable Contracts
Accident & Health
Series 15
Series 5

Other Credentials

CFP® ChFC® CLU® CRPC® CIMA® CRPS® CTFA

IBF Designations

Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
Interested in earning an IBF designation? Explore all programs

Contact Robert

San Diego, CA
Email

At a Glance

IBF Designations 1
Member Since 2005
Other Credentials 7
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Practitioner-Reviewed education since 1988
Profile verified · March 2026

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Established track record
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