Rob Higbee

Financial Planner

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

Languages spoken by this financial professional: English

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.

For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

About Rob

As a financial planner, I strive to help the people I work with develop and implement financial strategies that help address all their wealth accumulation and protection needs, throughout their lives.

I am married to a local attorney with 2 grown children. I retired in 2014 as Colonel in the USMC Reserves after 30 years of combined active and reserve service.

I'm Most Proud Of: Referrals from clients to their family and friends. Knowing they trust us to work with those closest to them makes it all worthwhile.

Leaders Council

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Exploring Financial Strategies

We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Experience

  • Financial Planner

    Prudential

    March 1996 - Present | San Francisco Bay Area

    I started my career with Prudential in 1996 as an agent and registered representative with Pruco Securities, LLC. and when Prudential rolled out Fee Based Financial Planning in 1997, I advanced my licensing and education to allow me to assume the title as a Financial Planner. Over the past 20 years I've built a financial planning practice working with affluent households and business owners.

  • Colonel, Logistician

    United States Marine Corps

    August 1984 - August 2014 | World wide

    I am a combat Veteran with 30 years of service, as a Logistician and Commander, both on Active Duty and in the Selected Marine Corps Reserve.

The Prudential Difference

    • Variable Annuities: CA, WA
    • Securities License: AZ, CA, FL, GA, ID, MA, NV, OR, TN, TX, VA, VT, WA
    • Variable Life Insurance: WA(CA License #0B73386)
    • Fixed Annuities: WA(CA License #0B73386)
    • Life Insurance: WA(CA License #0B73386)

Rob Higbee offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Rob Higbee offers insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-778-2255 For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.