Rob Paterson
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Rob Paterson Email & Phone Number

Wealth Adviser at Intelligence Driven Advisers (IDA)
Location: Carlsbad, California, United States 6 work roles 3 schools
1 work email found @idawealth.com 2 phones found area 858 and 760 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email r****@idawealth.com
Direct phone (858) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Intelligence Driven Advisers (IDA)
Role
Wealth Adviser
Location
Carlsbad, California, United States
Company size
18 employees

Who is Rob Paterson? Overview

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Quick answer

Rob Paterson is listed as Wealth Adviser at Intelligence Driven Advisers (IDA), a company with 18 employees, based in Carlsbad, California, United States. AeroLeads shows a work email signal at idawealth.com, phone signal with area code 858, 760, and a matched LinkedIn profile for Rob Paterson.

Rob Paterson previously worked as Wealth Adviser at Beta Wealth Group and Federal Sales Specialist, Southwest Region at Humanscale. Rob Paterson holds Financial Planning And Services from The American College Of Financial Services.

Company email context

Email format at Intelligence Driven Advisers (IDA)

This section adds company-level context without repeating Rob Paterson's masked contact details.

{first}.{last}@idawealth.com
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AeroLeads found 1 current-domain work email signal for Rob Paterson. Compare company email patterns before reaching out.

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Profile bio

About Rob Paterson

Rob Paterson has been an active member of the San Diego business community for over 20 years. With work experience across three industries Rob has sophisticated communication, listening and analytical skills and conducts business with a straightforward, honest and hands-on approach. He has a solid understanding of the financial markets including complex financial instruments and investment strategies.As a wealth adviser, Rob develops a strong relationship with each client to understand their current financial situation and develop a comprehensive financial plan to meet their goals.

Listed skills include Portfolio Management, Wealth Management, Investment Strategies, Strategic Planning, and 1 others.

Current workplace

Rob Paterson's current company

Company context helps verify the profile and gives searchers a useful next step.

Intelligence Driven Advisers (IDA)
Intelligence Driven Advisers (Ida)
Wealth Adviser
carlsbad, california, united states
Website
idawealth.com
Employees
18
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Company profile
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6 roles

Rob Paterson work experience

A career timeline built from the work history available for this profile.

Wealth Adviser

Beta Wealth Group

Greater San Diego Area

Specializing in comprehensive financial planning and investment advice.

Mar 2011 - Jun 2017

Federal Sales Specialist, Southwest Region

Humanscale

Greater San Diego Area

Humanscale is a premier designer and manufacturer of ergonomic tools with vertical market focuses on Federal, Healthcare, and Commercial business. Humanscale is a privately held company with 500 employed.

Dec 2007 - Mar 2011

Sales Manager / Senior Mortgage Consultant

2020 Mortgage Inc.

Greater San Diego Area

A residential mortgage lender licensed in 12 states. 2020 Mortgage was a privately held company with 50 employed.

Oct 2003 - Nov 2007

Mortgage Consultant

San Francisco Funding

Greater San Diego Area

A residential mortgage lender. San Francisco Funding was a privately held company with 30 employed

Jun 2001 - Oct 2003

Leasing Consultant

Preferred Leasing

Greater San Diego Area

An equipment leasing firm. Preferred Leasing provided equipment leasing options to small to mid size companies.

Jan 2000 - May 2001
Team & coworkers

Colleagues at Intelligence Driven Advisers (IDA)

Other employees you can reach at idawealth.com. View company contacts for 18 employees →

SB Sajjad Baqar Sajjad Baqar Colleague at Intelligence Driven Advisers (Ida) Pakistan, Pakistan View → DW Darcy Wadsworth Darcy Wadsworth Colleague at Intelligence Driven Advisers (Ida) Summerland Key, Florida, United States, United States View → BW Bow Wheeler Bow Wheeler Colleague at Intelligence Driven Advisers (Ida) San Diego, California, United States, United States View → SM Shanda Mansperger Shanda Mansperger Colleague at Intelligence Driven Advisers (Ida) San Jacinto, California, United States, United States View → AO Ashley Olson Ashley Olson Colleague at Intelligence Driven Advisers (Ida) Carlsbad, California, United States, United States View → DR David Reyes, Cfp®, Ea, Aif® David Reyes, Cfp®, Ea, Aif® Colleague at Intelligence Driven Advisers (Ida) San Diego, California, United States, United States View → KS Kristin Skevington, Cpa Kristin Skevington, Cpa Colleague at Intelligence Driven Advisers (Ida) Carlsbad, California, United States, United States View → NM Nolan Martin, Ea, Cfp® Nolan Martin, Ea, Cfp® Colleague at Intelligence Driven Advisers (Ida) Carlsbad, California, United States, United States View → JL Jason Labrum, Cfp®, Aif® Jason Labrum, Cfp®, Aif® Colleague at Intelligence Driven Advisers (Ida) Carlsbad, California, United States, United States View → BL Bingheng Lin Bingheng Lin Colleague at Intelligence Driven Advisers (Ida) San Juan Capistrano, California, United States, United States View →
3 education records

Rob Paterson education

High School, General Studies

Corona Del Mar High School
FAQ

Frequently asked questions about Rob Paterson

Quick answers generated from the profile data available on this page.

What company does Rob Paterson work for?

Rob Paterson works for Intelligence Driven Advisers (IDA).

What is Rob Paterson's role at Intelligence Driven Advisers (IDA)?

Rob Paterson is listed as Wealth Adviser at Intelligence Driven Advisers (IDA).

What is Rob Paterson's email address?

AeroLeads has found 1 work email signal at @idawealth.com for Rob Paterson at Intelligence Driven Advisers (IDA).

What is Rob Paterson's phone number?

AeroLeads has found 2 phone signal(s) with area code 858, 760 for Rob Paterson at Intelligence Driven Advisers (IDA).

Where is Rob Paterson based?

Rob Paterson is based in Carlsbad, California, United States while working with Intelligence Driven Advisers (IDA).

What companies has Rob Paterson worked for?

Rob Paterson has worked for Intelligence Driven Advisers (Ida), Beta Wealth Group, Humanscale, 2020 Mortgage Inc., and San Francisco Funding.

Who are Rob Paterson's colleagues at Intelligence Driven Advisers (IDA)?

Rob Paterson's colleagues at Intelligence Driven Advisers (IDA) include Sajjad Baqar, Darcy Wadsworth, Bow Wheeler, Shanda Mansperger, and Ashley Olson.

How can I contact Rob Paterson?

You can use AeroLeads to view verified contact signals for Rob Paterson at Intelligence Driven Advisers (IDA), including work email, phone, and LinkedIn data when available.

What schools did Rob Paterson attend?

Rob Paterson holds Financial Planning And Services from The American College Of Financial Services.

What skills is Rob Paterson known for?

Rob Paterson is listed with skills including Portfolio Management, Wealth Management, Investment Strategies, Strategic Planning, and Financial Analysis.

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