Robert Tapia

14830 Los Gatos Blvd Ste 201

Los Gatos, CA

95032

Phone:

Email:

(669) 221-2033

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.

August Wealth Advisors, LLC

The Loft, 101 Franklin Street, Suite A 

Westport, CT 06880

Toll free : 800-985-9477

Direct: 916-461-9451

Investment advice offered through Stratos Wealth Advisors, LLC, a Registered Investment Advisor DBA August Wealth Advisors, LLC.

August Wealth Advisors, LLC offers its financial services through Stratos Wealth Advisors LLC (“Stratos”), a Registered Investment Advisor with the U.S. Securities and Exchange Commission (the “SEC”). Registration with the SEC does not imply a certain level of skill or training. Public information concerning Stratos Wealth Advisors is available at https://www.adviserinfo.sec.gov/IAPD/Default.aspx.

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