Rob Paterson, CFP®
Wealth Adviser
Rob has been offering financial services to individuals and families within the San Diego community since 2000 and has been a Carlsbad resident since 2003. He joined the IDA wealth management team in 2017. Rob enjoys developing client relationships through financial planning and problem solving. He conducts business with a straightforward, honest and hands-on approach. Rob earned a B.A in Psychology at San Diego State University and currently holds a Series 66, California Life and Insurance license and CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He is an active volunteer within the community and is a member of the San Diego Mountain Bike Association.
Outside of his professional life, Rob enjoys spending time with his family & friends, playing music within the local community and staying active in outdoor sports.