Robert T. Wilkinson, CFP®, ChFC®, CLU®

Robert T. Wilkinson, CFP®, ChFC®, CLU®

Managing Director
CA Insurance License 0808471

Phone: (818) 243-7141 ext 4110
Fax: (818) 243-4658
E-mail:

After a 20 year career in banking (achieving the position of President and CEO of a regional bank), I began my financial services practice in 1991.  I have focused myself in enhancing my knowledge and skills in the financial services industry by earning the following advanced industry designations: CERTIFIED FINANCIAL PLANNER™ designation, Chartered Financial Consultant ("ChFC®"), and Chartered Life Underwriter ("CLU®").

I’m active in several prominent industry organizations, such as: the Society of Financial Services Professionals (“FSP”) (I am also serving as the President-Elect of the Los Angeles County Chapter of the FSP); a member of the National Association of Insurance and Financial Advisors ("NAIFA"); a member of the Financial Planning Association ("FPA"); and a member of the General Agents and Manager's Association ("GAMA").

I am married and live in Ventura County with my wife Suzanne. Between us, we have 6 children: my daughter Michele - married and living in Oregon with her husband, son and daughter; my twin sons - Michael is currently a Staff Sergeant in the United States Marine Corp, and Steven is a financial professional with another firm specializing in 401(k) plans; and I have three stepdaughters - Jennifer, a realtor and property manager in Northern California; Kimberly a grocery assistant supervisor and cake decorator locally; and Jessica, currently a college student and a grocery store manager locally.

I am focusing my private practice working with individuals, families and businesses in California's expanding Wine Industry. I am currently an Associate Member of the Independent Grape Growers Association Paso Robles Area ("IGGPRA"), a former member of the Paso Robles Wine Alliance's group The Cluster, an individual member of the American Society of Enology and Viticulture, a Friend of the Rhone Rangers, and a member of the Paso Robles Organization Wines and Steins.

As an experienced Financial Services Representative with the Principal Financial Group®, I have the knowledge needed to assist clients with their financial strategies and help them meet their long-term financial goals. I work closely with my clients and can also work with you.

I can assist you as you:

a) Define your personal financial goals

b) Develop a financial strategy to can help you achieve these goals

c) Allocate your assets based on your own risk tolerance

d) Implement your strategy with products and services

I am committed to building long-term relationships with my clients, and helping them reach their goals is my number one priority. Drawing on my knowledge, know-how, experience, and world-class financial tools, I strive to help build financial freedom for my clients. I can also help you achieve these needs:

1) Business Continuation and Preservation.

2) Trust Strategies.

3) Estate Planning and Wealth Transfer Solutions.

4) Asset Protection.

5) Tax Strategies.

6) Gifting Strategies.

7) Asset Allocation Strategies.

8) Wealth Accumulation.

9) Retirement Income Goals.

10) Higher Education Goals for your children.