Robi Chatterjee was born and raised in the San Francisco Bay Area. He went on to pursue his interests in mathematics and statistics at UCLA, where he received his Bachelor’s Degree in Data Theory. Robi’s affinity for quantitative studies combined with his commitment to helping others naturally led him to a career as a financial professional.
With a keen eye for the wants and needs of each client, Robi works diligently to help prepare his clients to meet their goals. He understands each client is a unique individual and requires a personalized approach. By gaining a robust understanding of clients’ financial situations, Robi seeks to guide them through every step of their financial journey.
Beyond finance, Robi enjoys listening to and playing music. He can often be found at concerts or jamming on his guitar. Additionally, he enjoys spending time in nature. Whether he’s surfing, hiking, or scuba diving, Robi holds a deep appreciation for the world we live in and all the experiences it has to offer.