Rob Paterson

Wealth Adviser

Rob joined IDA in 2017. He has been offering financial services to individuals and families within the San Diego community since 2000 and has been a Carlsbad resident since 2003. Rob enjoys developing client relationships through financial planning and conducts business with a straightforward, honest and hands-on approach. Rob studied Psychology at San Diego State University and is currently pursuing a Certified Financial Planner (CFP) designation. He is an active volunteer at The Sanderling Waldorf School and Magdalena Ecke Family YMCA and is a member of the San Diego Mountain Bike Association. Outside of his professional life, Rob enjoys spending time with his family, coaching youth soccer, playing music within the local community and mountain bike riding.

info@idawealth.com
(888) 401-2083

Carlsbad, CA (760) 707-5555
Murrieta, CA (951) 290-5020
Scottsdale, AZ (480) 998-2995
Big Pine Key, FL (888) 401-2083
Fort Worth, TX (888) 401-2083
La Jolla, CA (888) 401-2083