Robert Meyer serves as Chief Executive Officer and Chief Investment Officer of Truuwater Financial. He is responsible for maintaining the overall direction and strategy of the firm. Robert has extensive experience deploying investment strategies for individuals with a high net worth and has more than two decades of experience in portfolio management. He leads the Firm’s investment committee, which is responsible for investment research, portfolio construction, and matching proper asset allocation to tolerance for risk.
Robert has had a passion for the financial services industry for as long as he can remember. As a teenager he became an avid reader of The Wall Street Journal, and at 15 purchased his first stock. He took that passion and built a career that includes serving clients at Morgan Stanley and Smith Barney for a combined 14 years before creating a private practice as an independent advisor, beginning in 2012.
As a business owner, Robert is also well-positioned to help those who also operate closely held businesses and helping clients identify and resolve blind spots within all aspects of their wealth (investments, taxes, estate planning, asset protection, risk management, charitable pursuits, etc.)
When not at work, Robert enjoys spending time with his wife and daughter, playing tennis, cooking, walking, traveling, reading, and listening to podcasts and audio books. He is also certified in SCUBA and loves to dive when the water is warm.
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. Robert is also a member of the Investment Management Consultants Association (IMCA) and the North County Estate Planning Council.
Truuwater Financial | 12340 El Camino Real | Suite 310 | San Diego, CA 92130 | 833-777-TRUU
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