Robert Blanusa

Robert Blanusa

Investment Specialist at The Charles Schwab Corporation

Location:
211 Main Street, San Francisco, California, United States
HQ Phone:
(415) 667-7000

General Information

Affiliations

Senior Financial Advisor - Napa Wealth Management Incorporated

Founder - Carneros Asset Management

Recent News  

Napa Wealth Management - Robert Blanusa

Robert Blanusa
You Are Here: Home / About Us / Robert Blanusa SENIOR FINANCIAL ADVISOR Robert honed his analytical skills during 18 years in the technology industry and then during nine years at Charles Schwab, first as an Investment Specialist and finally as VP Financial Consultant. While at Schwab, Robert helped craft asset allocation models for over 300 clients with over $300 million in total assets. He also strategized with clients on financial modeling and planning. After nine years at Schwab, Robert founded Carneros Asset Management, successfully building Carneros into a thriving boutique investment firm. In October 2015, Robert merged Carneros with Napa Wealth Management allowing him to focus entirely on working with clients. Utilizing the resources of NWM, Robert works with a select set of clients on a consultative basis, helping them develop a financial planning platform that serves as the basis for their investment strategy. A native of the Pacific Northwest, Robert moved to the Napa/Sonoma area in 2003 to enjoy the natural beauty of Northern California. He can be found biking, skiing or hiking almost every weekend.

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http://www.napawealth.com/about-us/robert-blanusa/

Robert Blanusa
Napa Wealth Management - Robert Blanusa Robert Blanusa You Are Here: Home / About Us / Robert Blanusa SENIOR FINANCIAL ADVISOR Robert honed his analytical skills during 18 years in the technology industry and then during nine years at Charles Schwab, first as an Investment Specialist and finally as VP Financial Consultant. While at Schwab, Robert helped craft asset allocation models for over 300 clients with over $300 million in total assets. He also strategized with clients on financial modeling and planning. After nine years at Schwab, Robert founded Carneros Asset Management, successfully building Carneros into a thriving boutique investment firm. In October 2015, Robert merged Carneros with Napa Wealth Management allowing him to focus entirely on working with clients. Utilizing the resources of NWM, Robert works with a select set of clients on a consultative basis, helping them develop a financial planning platform that serves as the basis for their investment strategy. A native of the Pacific Northwest, Robert moved to the Napa/Sonoma area in 2003 to enjoy the natural beauty of Northern California. He can be found biking, skiing or hiking almost every weekend.

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Silent Auction - Sonoma Valley Museum of Art, Wet Paint Fundraiser

Donor: Robert Blanusa, Charles Schwab Corporation

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