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Robert Verdugo, CMFC

Robert Verdugo, CMFC

Financial Analyst

As a Financial Analyst, Robert assists in the execution of trades, account analysis, and performance reporting. He has previously worked for the Los Angeles Angels of Anaheim, LLP in their finance department. Robert graduated from the University of California, Irvine with a Bachelor’s degree in Business Economics. He currently holds the Chartered Mutual Fund Counselor â„   and Accredited Portfolio Management Advisorâ„  designations from the College for Financial Planning.