Robert Thompson Thompson
,

Vice President, Wealth Management Advisor

3 Better World Cir
Temecula, CA 92590
951.695.6617
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My planning approach is to work together with you to create a personalized financial strategy designed to help you pursue your goals.
Profile

Robert Thompson is a CERTIFIED FINANCIAL PLANNER, CFP® professional at Merrill Lynch Wealth Management. As a CFP® professional, Robert provides goals-based planning services and helps oversee internal business operations of The Thompson Group.

Prior to joining Merrill, Robert was a successful estate planning and litigation attorney that represented multi-billion dollar clients such as Wells Fargo Bank, National Association, the Archdiocese of Los Angeles, Catholic Charities of Los Angeles, Inc. and various other national interstate trucking companies.

Robert holds a Bachelor of Science in Business Admiration (cum laude) and a Bachelor of Arts in Economics (cum laude) from the University of California at Riverside. He also holds his Juris Doctorate from Chapman University School of Law and is a licensed attorney in the State of California.

From the all-encompassing legal background, Robert complements his experience with wealth transfer planning for clients who wish to focus on unique needs and estate planning services.

In addition to enjoying traveling and attending baseball games, Robert looks forward to weekend Disneyland trips and camping in the summer with his wife and three children.

*Robert does not provide tax or legal advice in his current role at Merrill. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

 

 

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The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Robert Thompson is registered to do business in AL, AZ, CA, CO, DC, FL, ID, KY, LA, MD, MT, NC, NV, OR, TX, UT, VT, WA, WI.