Robert Meyer serves as Chief Executive Officer and Chief Investment Officer of
Prior to founding Truuwater, Robert was a Principal at La Jolla Group of Morgan Stanley Smith Barney. La Jolla Group built a team of specialists that focused exclusively on helping business owners and entrepreneurs sell their businesses. Committed to the financial planning process as a CERTIFIED FINANCIAL PLANNER™ Practitioner and Certified Private Wealth Advisor® Robert helps high-net-worth clients connect the varied aspects of their financial life with an overall strategy that considers both their business and personal wealth management plans and risk exposure. Working with a client’s trusted legal and tax advisors, he helps coordinate and
Robert was born and raised in San Diego and enjoys reading, playing tennis, politics and is a certified diver in SCUBA. Robert serves as a volunteer at Honor Flight San Diego, a nonprofit organization focused on showing appreciation to San Diego veterans for their service and sacrifice. Robert lives in San Diego with his wife, daughter, and puggle.
Robert is a CERTIFIED FINANCIAL PLANNER™ Practitioner, Chartered Life Underwriter® from The American College of Financial Services, Certified Private Wealth Advisor®, and holds a B.S. in Business Administration from The University of Arizona. The CPWA® mark identifies individuals who have met the experience requirements, have successfully completed coursework in advanced wealth management strategies and applied concepts at The University of Chicago Booth School of Business.
Truuwater Financial | 12340 El Camino Real | Suite 310 | San Diego, CA 92130 | 833-777-TRUU
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