Robert Britton, CFA, CFP®

Robert Britton is a Senior Wealth Advisor at HUB Investment Partners where his focus is on fully understanding each of his client’s unique set of needs and circumstances in order to make the most appropriate recommendations that encompass all parts of their financial life. Additionally, Rob is a contributing member of the HUB Investment Partners Committee. Rob helps strengthen HUB Investment Partners’ capabilities, deepens our collective knowledge, and enhances HUB Investment Partners’ commitment to clients.

Rob graduated from San Diego State University with a B.A. in International Economics and holds the Chartered Financial Analyst and Certified Financial Planner® designations. Rob is also a member of the CFA Society of San Diego and previously served on the board of the San Diego chapter as Chair of University Relations.

With over fifteen years of investment experience, Rob previously worked as a Portfolio Manager at WFA Wealth Advisors and Wells Fargo Private Bank. His work included developing customized investment strategies for high net-worth individuals. Rob was also a member of the Private Bank’s equity research team where he was responsible for analyzing and recommending companies in the financial technology sector.

Rob and his wife Lacey are parents to three daughters Kennedy, Dylan, and Taylor. In his free time Rob enjoys fishing, cooking, playing tennis, and tending his year-old grape vines in hopes of someday making his own wine.