Robert Nevarez ⭐ Founding Partner
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Robert Nevarez ⭐ Founding Partner Email & Phone Number

Elite Resource Team Consultant at Elite Resource Team
Location: Irvine, California, United States 6 work roles 2 schools
1 work email found @namadvisorguide.com 2 phones found area 310 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email r****@namadvisorguide.com
Direct phone (310) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Elite Resource Team
Role
Elite Resource Team Consultant
Location
Irvine, California, United States
Company size
48 employees

Who is Robert Nevarez ⭐ Founding Partner? Overview

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Quick answer

Robert Nevarez ⭐ Founding Partner is listed as Elite Resource Team Consultant at Elite Resource Team, a company with 48 employees, based in Irvine, California, United States. AeroLeads shows a work email signal at namadvisorguide.com, phone signal with area code 310, and a matched LinkedIn profile for Robert Nevarez ⭐ Founding Partner.

Robert Nevarez ⭐ Founding Partner previously worked as Financial Advisor at Hn Financial Group and Financial Advisor at Dempsey Lord Smith, Llc. Robert Nevarez ⭐ Founding Partner holds Certificate In Personal Financial Planning, Accounting And Finance from University Of California, Los Angeles.

Company email context

Email format at Elite Resource Team

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*@namadvisorguide.com
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AeroLeads found 1 current-domain work email signal for Robert Nevarez ⭐ Founding Partner. Compare company email patterns before reaching out.

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Profile bio

About Robert Nevarez ⭐ Founding Partner

With over 22 years of experience as a Financial Advisor, I am passionate about helping my clients achieve their financial goals and preserve their legacy. I am a certified Personal Financial Planner (PFP) with expertise in tax strategies, investments, and portfolio management.As a partner and a Financial Advisor at HN Financial Group, I offer a complete range of investment and wealth management services, with a focus on retirement planning, wealth accumulation, risk management, real estate investments, and private equity investments. I also work as a consultant at Elite Resource Team, where I provide sophisticated tax planning advice to business owners and executives. I help my clients navigate the cyclical economy and the interest rate fluctuations, and create customized plans to minimize their taxes and maximize their returns.

Listed skills include Leadership, Series 3, Portfolio Management, Management, and 12 others.

Current workplace

Robert Nevarez ⭐ Founding Partner's current company

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

Elite Resource Team
Elite Resource Team
Elite Resource Team Consultant
Irvine, CA, US
Website
elitert.com
Employees
48
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Company profile
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6 roles

Robert Nevarez ⭐ Founding Partner work experience

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

Financial Advisor

Current
Hn Financial Group

Orange County, California, United States

➤ WHAT WE DO:We offer a complete range of investment and wealth management services. Our primary focus includes retirement planning, wealth accumulation, risk management, portfolio management, real estate investments, and private equity investments.➤ HOW WE DO IT:We’re passionate about helping our clients discover the benefits of a well-rounded financial.

Feb 2017 - Present

Elite Resource Team Consultant

Current
Elite Resource Team

Orange County, California, United States

As a financial consultant, I build close relationships with clients and offer sophisticated advice to help minimize your taxes. Taxes aren’t just something you need to panic over in the spring – tax planning is a topic you should be thinking about year-round. You work hard for your money and I want to create a customized plan to help you make better.

Feb 2019 - Present

Financial Advisor

Current
Dempsey Lord Smith, Llc

650 Town Center Drive. Suite #1400 Costa Mesa, CA 92626

Feb 2017 - Present

Financial Advisor

National Asset Management

Orange County, California, United States

Description: As a financial advisor, I worked with clients in Orange County to provide comprehensive financial planning, asset management, estate planning and retirement planning. I created customized financial strategies to help clients achieve their individual goals. A financial plan isn’t a moment in time, it’s a dynamic plan that changes as your needs.

Mar 2009 - Feb 2017

Hospital Corpsman

Us Navy

California, United States

I was a Petty Officer, 3rd Class and was stationed with the U.S. Marine Corps. America’s Navy is made up of approximately 450,000 sailors, 300 ships and submarines, and 3,700 aircrafts. Marines are defined by honor, courage and commitment.

Jul 1994 - Jul 1999
Team & coworkers

Colleagues at Elite Resource Team

Other employees you can reach at elitert.com. View company contacts for 48 employees →

AB Andy Bowman, Capp, Cwpp Andy Bowman, Capp, Cwpp Colleague at Elite Resource TeamParrish, Florida, United States, United States View → SS Signe Spragins, Fscp Signe Spragins, Fscp Colleague at Elite Resource TeamSharon Hill, Pennsylvania, United States, United States View → JL Jake Latham Jake Latham Colleague at Elite Resource TeamWaltham, Massachusetts, United States, United States View → RH Ralph Hastings-Spaine, Cltc Ralph Hastings-Spaine, Cltc Colleague at Elite Resource TeamLaurel, Maryland, United States, United States View → TV Tracy Valdes-Dennis Tracy Valdes-Dennis Colleague at Elite Resource TeamColorado Springs, Colorado, United States, United States View → KS Ken Smith Ken Smith Colleague at Elite Resource TeamSan Diego, California, United States, United States View → JM Joseph Mccullough Joseph Mccullough Colleague at Elite Resource TeamGreater Richmond Region, United States View → BR Bob Rothenbuehler Bob Rothenbuehler Colleague at Elite Resource TeamMankato, Minnesota, United States, United States View → MA Michael Apollonsky Michael Apollonsky Colleague at Elite Resource TeamSan Diego, California, United States, United States View → BN Bill Norton Bill Norton Colleague at Elite Resource TeamLake Mary, Florida, United States, United States View →
2 education records

Robert Nevarez ⭐ Founding Partner education

Certificate In Personal Financial Planning, Accounting And Finance

University Of California, Los Angeles

For almost 100 years, UCLA has been a pioneer among public research universities. The campus, faculty and students are driven by optimism..

Education record

Diamond Bar High School
FAQ

Frequently asked questions about Robert Nevarez ⭐ Founding Partner

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

What company does Robert Nevarez ⭐ Founding Partner work for?

Robert Nevarez ⭐ Founding Partner works for Elite Resource Team.

What is Robert Nevarez ⭐ Founding Partner's role at Elite Resource Team?

Robert Nevarez ⭐ Founding Partner is listed as Elite Resource Team Consultant at Elite Resource Team.

What is Robert Nevarez ⭐ Founding Partner's email address?

AeroLeads has found 1 work email signal at @namadvisorguide.com for Robert Nevarez ⭐ Founding Partner at Elite Resource Team.

What is Robert Nevarez ⭐ Founding Partner's phone number?

AeroLeads has found 2 phone signal(s) with area code 310 for Robert Nevarez ⭐ Founding Partner at Elite Resource Team.

Where is Robert Nevarez ⭐ Founding Partner based?

Robert Nevarez ⭐ Founding Partner is based in Irvine, California, United States while working with Elite Resource Team.

What companies has Robert Nevarez ⭐ Founding Partner worked for?

Robert Nevarez ⭐ Founding Partner has worked for Elite Resource Team, Hn Financial Group, Dempsey Lord Smith, Llc, National Asset Management, and Us Navy.

Who are Robert Nevarez ⭐ Founding Partner's colleagues at Elite Resource Team?

Robert Nevarez ⭐ Founding Partner's colleagues at Elite Resource Team include Andy Bowman, Capp, Cwpp, Signe Spragins, Fscp, Jake Latham, Ralph Hastings-Spaine, Cltc, and Tracy Valdes-Dennis.

How can I contact Robert Nevarez ⭐ Founding Partner?

You can use AeroLeads to view verified contact signals for Robert Nevarez ⭐ Founding Partner at Elite Resource Team, including work email, phone, and LinkedIn data when available.

What schools did Robert Nevarez ⭐ Founding Partner attend?

Robert Nevarez ⭐ Founding Partner holds Certificate In Personal Financial Planning, Accounting And Finance from University Of California, Los Angeles.

What skills is Robert Nevarez ⭐ Founding Partner known for?

Robert Nevarez ⭐ Founding Partner is listed with skills including Leadership, Series 3, Portfolio Management, Management, Series 63, Investments, Risk Management, and Tax Strategies.

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