Meet: Rob Barcelona
I am a Senior Financial Advisor at Fiduciary Financial Advisors.
Since my first savings account as a child to buying my first stock at 17, I have been fascinated by financial markets. Helping others navigate these markets by setting and achieving financial goals is my calling.
Having worked at various financial firms along with founding my own independent practice in 2019, I believe strongly in a fiduciary relationship with all clients.
As a level III CFA candidate, I follow the CFA institutes Code of Ethics and Standards of Professional Conduct. Click here to find out more about the CFA Institute.
Areas of specialty:
Concentrated Stock Positions: Concentrated stock positions present unique opportunities for incredible wealth creation along with tremendous portfolio and behavioral risks. Utilizing a proprietary risk framework, we build a bespoke portfolio to help manage these risks and seek to maximize opportunities presented by these positions while mitigating potential risks.
Custom Fixed Income Solutions: Clients with large and complex investment portfolios need more than off the shelf fixed income solutions. Utilizing the opportunities of individual securities, we tailor our custom portfolios to meet the unique needs demanded of the individual or family financial plan.
About me:
Family is number one for me. My wife Katie and I live in East Grand Rapids with our son’s Atticus and Lincoln and our dog Norman. You’ll find us all walking together around Reeds Lake or into town for an evening ice cream. To keep my mind focused and clear I enjoy running or cycling around the Grand Rapids area. Throughout the year I follow Formula 1 while flying a Ferrari flag on race Sunday. Come autumn I very rarely miss watching a Michigan football game win or lose.
The five fiduciary principles I oath to follow are as follows:
1. I will always put your best interests first
2. I will act with the skill, care, diligence, and good judgement of a professional
3. I will not mislead you and provide full disclosure of important facts
4. I will avoid conflicts of interest
5. I will fully disclose and fairly manage, in your favor, any unavoidable conflicts
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