Robert DeValle, ChFC®,CLU®,CFP®

Bob joined HUB International Investment Services after 17 years with Wells Fargo Investment Services. During his tenure with Wells Fargo, Bob held many different positions ranging from the Western Region Practice Leader, Managing Director of the San Francisco office and most recently focusing full time on client work. Having been in the business for 40 years, the attention for the last 20 years has been focused on corporate retirement programs and complimentary executive compensation plans after having assisted HUB as the N. CA Employee Benefits Practice Leader. 

Bob has been active in the industry having served on many industry broker advisory panels and was the past president of the Peninsula Life Underwriters Association. Bob has been quoted by the Wall Street Journal and contributed to the book “Personal Money Management”. In 2023, Bob received the designation of “Power Broker of the Year” by the publication Risk and Insurance.

He graduated from Middlebury College with a B.A. in Economics and has attended executive education programs at Harvard Business School and The Wharton School of Business. Bob is active in the community and has served on the Lucile Packard Children’s Hospital Planned Giving Council. After growing up on the East Coast, Bob has lived and worked in the San Francisco Bay Area for the last 40 years and currently resides in Napa. 

Bob works on a fee basis and holds a Series 65 securities license.