Robert E. Drum
A well-respected financial advisor and educator serving the greater Los Angeles and San Fernando Valley area, Robert Drum (Bob) has been providing sound financial advice for nearly three decades. Emphasizing Retirement Planning strategies, implementing efficient and innovative ways of increasing people's investment performance and retirement income, while also reducing their tax exposure, has earned him the reputation as a pre-eminent, insightful and totally trustworthy Investment and Financial Advisor Professional.
Well-versed with the needs of both the Senior, Baby-Boomer and Young Millennial, markets, Bob believes each individual's case to be unique. As such, he listens carefully to understand their specific needs, avoiding any cookie-cutter approach to financial planning. Instead, Bob relies on his financial-education knowledge and nearly thirty years of experience and know-how in developing uniquely tailored, high-quality strategies and solutions that focus on achievement of his clients' desires, objectives and life goals.
Bob earned his Bachelor's Degree from Michigan Stale University, and a Master's Degree from Pepperdine University, and has also served his country in the U.S. Military, ultimately retiring as a U.S. Navy Commander and Naval Flight Officer. Today, with a similar disciplined dedication to his practice, Bob provides an individually focused and personalized experience for his clients, devoting all of his energies toward improving and enhancing their financial situation.
He is a member of the National Association of Life Underwriters and San Fernando Valley Life Underwriters Association. Bob is also a Licensed, Securities Registered Representative with Silber Bennett Financial, Inc. Bob is a frequent guest speaker on issues of financial and personal development, and conducts his own workshops on similar matters.
Believing in community involvement, Bob is a former member of the Board of Directors of the Agoura Hills Chamber of Commerce, and a recent Board Member of the Four Oaks Estates in Encino, CA, where he resides. He has been married to his wife, Marilyn, for 35 years. They have three children and four grandchildren.