Rob Wallis Email & Phone Number
Partner and Senior Advisor @ VELA Wealth
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Rob Wallis Location
- Canada
Rob Wallis Work
- Partner and Senior Advisor @ (May 2016 - Present)
- Senior Consultant, Financial Planner @ (January 2009 - December 2015)
- Paraplanner @ (July 2006 - December 2008)
- Client Manager @ Millfield Partnership (January 2004 - June 2005)
Rob Wallis Education
- Landmark Worldwide 2016-2017
- Cass Business School
BSc (Hons) Investment & Real Estate Finance (Finance and Real Estate)
2000-2003 - George Abbot School and Sixth Form
Rob Wallis Skills
- Critical Illness
- Defined Benefit
- Defined cont
- Finance
- Financial Planning
- Financial Risk
- Financial Services
- Fixed Annuities
- Holistic Financial Planning
- Income Drawdown
- Income Protection
- Individual Pension Plans
- Investment Advisory
- Investment Strategies
- Investments
- Key Person Insurance
- Life Insurance
- Pension Funds
- Pensions
- Personal Pensions
- Portfolio Management
- Retirement
- Retirement Plan Consulting
- Retirement Planning
- Search
- Shareholder Protection
- Strategic Financial Planning
- Wealth
- Wealth Management
- retirement savings
Rob Wallis Summary
- Rob Wallis, based in Canada, is currently a Partner and Senior Advisor at VELA Wealth. Rob Wallis brings experience from previous roles at PSFM Ltd and Millfield Partnership. Rob Wallis holds a 2016 - 2017 Landmark Worldwide. With a robust skill set that includes Critical Illness, Defined Benefit, Defined cont, Finance, Financial Planning and more. Rob Wallis has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Rob Wallis?
Find contact details for 700 million professionals.
Others Named Rob Wallis
Rob Wallis
Chief Executive Officer
United Kingdom
Rob Wallis
Owner
Briarcliff Manor, NY, US
Rob Wallis
Managing Director and COO
United Kingdom
Rob Wallis
Site Quality Assurance Manager
Bridge City, TX, US
Rob Wallis
Construction Superintendent
Danville, CA, US
Rob Wallis
Senior Engineering Manager
Poynton, GB
Rob Wallis
Managing Director
Luton, GB
Top VELA Wealth Employees
Kevin Parton
Partner and Senior Advisor
Vancouver, BC, CA
Julia Abramson
Senior Advisor
Vancouver, BC, CA
Whitney Lawrie
Underwriting Coordinator
North Vancouver, BC, CA
May Seo
Insurance Lead
Vancouver, BC, CA
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co