Robert Choy Email & Phone Number
Director, Financial Advisor @ Baird
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Robert Choy Location
- Santa Clara, CA, US
Robert Choy Work
- Director, Financial Advisor @ (August 2025 - Present)
- Director, Financial Planning @ (August 2016 - August 2025)
- VP, Financial Consultant @ (May 2007 - August 2016)
- Financial Advisor @ (May 2005 - March 2007)
- Financial Advisor @ (September 2000 - May 2005)
Robert Choy Education
- University of Hawaii at Manoa
Master of Urban & Regional Planning (Master of Urban & Regional Planning)
1996-1996 - University of Hawaii at Manoa
Bachelor of Architecture - BArch
1991
Robert Choy Skills
- Financial Planning
- Retirement Planning
- Series 7
- Investments
- Mutual Funds
- Risk Management
- Financial Services
- Financial Advisory
- Wealth Management
- Retirement
- SaaS
- Series 66
- Strategy
Robert Choy Summary
- Robert Choy, based in Santa Clara, CA, US, is currently a Director, Financial Advisor at Baird. Robert Choy brings experience from previous roles at Edelman Financial Engines, Fidelity Investments, Smith Barney and Merrill Lynch. Robert Choy holds a 1996 - 1996 Master of Urban & Regional Planning in Master of Urban & Regional Planning @ University of Hawaii at Manoa. With a robust skill set that includes Financial Planning, Retirement Planning, Series 7, Investments, Mutual Funds and more. Robert Choy has 1 emails and 5 mobile phone numbers on RocketReach.
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