Robert McRae
Financial Planner / Helping people manage risk, grow wealth, and plan for retirement in tax efficient ways.
- Role
- Financial Representative at Northwestern Mutual
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Robert McRae
I help families and businesspeople protect themselves and their families from unforeseen risks, grow their wealth, and plan for retirement while mitigating taxes. Learning about their needs and goals and putting plans in place to create safety and peace of mind. 81••••••94Lic#45•••96
Experience
Financial Representative
Nov 2025 — Present · La Jolla, CA, US
As a Financial Representative with Northwestern Mutual La Jolla, I strive to elevate the trajectory of people’s lives.I work with individuals and families to help them navigate life’s financial milestones with confidence, secure their financial future, and achieve their goals.No matter the financial situation, I am committed to delivering personalized advice, which is grounded in Northwestern Mutual’s 167-year financial strength, thorough market analysis, and a deep understanding of my clients’ needs. Together, we can design a plan that fits your life, your priorities, and your goals.
Education
California State Polytechnic University-Pomona
Bachelor of Science (BS), Business Administration/Marketing
1990 — 1995
Skills
- Media Planning
- Sports Marketing
- Media Buying
- Television
- Sports
- Sponsorship
- Advertising Sales
- Advertising
- Mobile Devices
- Social Media Marketing
- Integrated Marketing
- Broadcast
- Sales
- Digital Media
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