14830 Los Gatos Blvd Ste 201
Los Gatos, CA
Robert Tapia, a resident of San Jose, California, is a Partner and Financial Advisor with Stratos Wealth Partners in Los Gatos, California. Prior to joining Stratos, Robert was a financial advisor at Waddell & Reed.
Robert incorporates a comprehensive approach to wealth management by providing on-going analysis to each unique situation. Robert specializes in structuring investment portfolios for highly compensated executives and the successful small businesses and families of the Bay Area. He oversees risk management, retirement planning, and investment strategies for his clients’ assets.
Prior to joining Waddell & Reed in 2011, Robert spent the previous five years as a Financial Advisor with Smith Barney working out of the San Jose office.
In 2003, Robert began his career as a Financial Representative with The Northwestern Mutual. His role as a Representative with The Northwestern included building insurance and retirement plans for astute clients with wealth preservation needs. Prior to 2003, Robert attended San Jose State University where he earned a Bachelor's of Science degree in Business Administration Finance.
Robert is currently a member of the Financial Management Association as well as the San Jose State University Alumni. Outside of work, Robert enjoys spending time with his daughter and family and occasionally a game of golf.
Robert Tapia is a Registered Representative with, and securities are offered through, LPL Financial. Member FINRA/SIPC.