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Rob Higbee, MBA 

Financial Planner
2010 Crow Canyon Place
Suite 240
San Ramon, CA, 94583-1344
Map |  Driving Directions

Phone: 925-302-4015 Ext. 6255
Fax: 925-355-3081

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Email: robert.higbee@prudential.com

Insight

Volatile markets. New tax laws. Upcoming retirement.
Working with an experienced financial professional to help you make sense of it all may be the smartest decision you'll ever make.
You need someone who knows how to help you grow and protect your wealth with appropriate financial and insurance products. As a financial professional, I can provide assistance on a range of financial issues matching your investment portfolio with your risk tolerance, time horizon and investment objectives to suggesting alternatives to help protect your assets.

As a Prudential financial professional, all of my experience and skills are at your disposal.

Please call me today or click the 'Request an Appointment with Me' link below.

0206171-00001-00

Profile 

Professional

  • Fee Based Financial Planner since 1998
  • Experienced in Pension and Employee Benefit Planning
  • Experienced in helping affluent Pre and Post retirement households grow and protect their wealth
  • As a former 10 year client of a financial planning firm, I know how much I valued objective, appropriate advice. I seek to provide the same professional service I expected.


Education

  • 1984 BA in Political Science from University of California, Los Angeles
  • 1993 MBA in Finance and Accounting with a minor in Investment Theory from University of California, Davis


Personal

  • A resident of Walnut Creek, California
  • Married to a local attorney, with a 19 year old daughter and 15 year old son
  • A Colonel in the United States Marine Corps Reserve
  • Former Chairman of the Walnut Creek Chamber of Commerce Board of Directors
  • Member of Walnut Creek Masters Swim Team

Licenses & State Registrations

Insurance Licenses
Securities Licenses: CA, OH, OR, TX, WA
Life Insurance: CA, TX (CA License #0B73386)
Variable Life Insurance: CA, TX (CA License #0B73386)
Mutual Funds: CA, OH, OR, TX, WA
Fixed Annuities: CA, TX
Variable Annuities: CA, TX

Next Steps

Request an Appointment With Me
It would be my pleasure to meet with you and discuss your financial and insurance needs.

Get an Insurance Quote
You can obtain an online insurance quote specific to your needs.

Rob Higbee Mba offers investment advisory services as a representative of Prudential Financial Planning Services, a division of Pruco Securities LLC (Pruco), and securities products and services as a Registered Representative of Pruco. The Prudential Insurance Company of America, Newark NJ and Pruco are Prudential Financial companies. 1-800- 201-6690 Rob Higbee Mba offers investment advisory services as a representative of Prudential Financial Planning Services, a division of Pruco Securities LLC (Pruco), and securities products and services as a Registered Representative of Pruco. The Prudential Insurance Company of America, Newark NJ and Pruco are Prudential Financial companies. 1-800- 201-6690 Offers investment advisory services as a representative of Prudential Financial Planning Services, a division of Pruco Securities LLC (Pruco).