Robert Higbee

Robert “Rob” Higbee works with clients to help them build financial strategies aligned with their goals, priorities, and long term vision. A retired Colonel in the United States Marine Corps with 30 years of service, Rob brings a disciplined, relationship focused approach to helping clients navigate important financial decisions with greater clarity, confidence, and personalized guidance.

Whether helping clients prepare for retirement, protect their loved ones, or plan for the future, Rob focuses on understanding each client’s unique needs and developing thoughtful strategies tailored to their goals.

He is dedicated to building lasting relationships based on trust, communication, integrity, and personalized service.

If you are looking for personalized guidance to help you plan with greater confidence and clarity, Rob welcomes the opportunity to connect and discuss your financial goals.

Military Service

Colonel, Retired – United States Marine Corps: Combat veteran with 30 years of service as both a Logistician and Commander in Active Duty and the Selected Marine Corps Reserve.

Recognition

Signature Services President’s Council: Recognized among the top 300 Prudential Advisors nationwide based on annual performance.

Services Include

• Retirement Planning
• Investment Planning
• Insurance Strategies
• Estate Planning
• Education Planning
• Risk Management
• Cash Flow & Net Worth Analysis

Professional & Community Involvement

• Advisory Council, National Marine Corps Business Network
• Executive Council, Leukemia & Lymphoma Society
• Past Chairman of the Board, Walnut Creek Chamber of Commerce

Rob Higbee is a Financial Planner with, and securities and investment advisory services are offered through LPL Enterprise, a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. “Prudential Advisors” is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (“PICA”) and its insurance company and other affiliates (collectively “Prudential”). Prudential Advisors financial professionals are licensed insurance agents of Prudential. Pursuant to a strategic relationship among Prudential, LPL Enterprise, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPL Enterprise, an affiliate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.” LPL Enterprise and LPL Financial are not affiliated with Prudential. The LPL Enterprise registered representative(s) associated with this profile may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Prudential Advisors is not registered as a broker-dealer or investment advisor. Investing involves risk, including the potential loss of principal. Check the background of this investment professional on FINRA’s BrokerCheck.