Professional Financial Advisor | Wealth Management

About AssetIO Wealth Management

Our advisors specialize in technical and analytical financial planning and investment management in the Greater Los Angeles, California area. We aspire to help families and small businesses create and keep their wealth. AssetIO represents our client’s Assets, as well as our combined Inputs, which are focused on your desired Outputs.

Learn More About Rob Proano and AssetIO

Your Legacy Matters

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Our Committment:

We give our clients the freedom and opportunity to Dream Big; and together, we identify plans and actions to pursue them. We are here to be of service and make a difference in your life.

We create an environment where everyone is heard and acknowledged, and gets the tools they need so they are lifted from where they stand.

Our team members have experience across all areas of financial planning and portfolio management, and provide a full array of services to help you pursue your goals. Our analytical approach is intended to help you Imagine and Fulfill Your Dreams.

Together with our LPL Partners, and various industry experts, we have built a complete spectrum of expertise and resources working for you.

Our History

As a team, we have built an organization focused on being of service to our clients. This is based on our long term commitment to your well-being, along with sharing knowledge and opportunities with everyone around us. This is expressed not only in our dedication to our clients, but also in our individual commitments to our families and communities. We are accountable for keeping our promises to you.

Rob, the Founder of the organization, has always valued experience and education, which is a cornerstone in how the team operates. He brought his 10 years’ experience in scientific research and product development at Xerox Corporation, together with an educational background that includes a Ph.D. in Engineering from Cornell University, and an MBA from the University of Rochester, to implement robust processes in financial planning, market research, technical analysis, and portfolio management. Everyone in our team shares these key values, and strives to deliver them every day.

Every day, our team members talk to clients, listening to their desires, joys, and fears. To be effective in helping them, we rely on trust and partnership, which enable us to be completely open in our communication, knowing that we all share a common goal. As an organization, we continue to develop these communication and coaching strengths through our prior multicultural experiences, including membership in professional organizations, community involvement, and family life.

Rob volunteered as a Course Supervisor at Landmark Education for several years, as well as at several community organizations throughout the City of Los Angeles. The team works in the best interests of our clients and upholds fiduciary standards with Rob being a Certified Financial Planner®, and a member of both the Financial Planning and the Chartered Market Technicians Associations.