Robert Himmelman CFP®, CEPA®
Based in Scottsdale, Robert helps retirees, business owners, and professionals coordinate retirement income, liquidity events, taxes, investments, and estate planning as their financial lives evolve
Ways to Connect
Languages Spoken
- Spanish
- German
- English
Who Robert Typically Helps
Retirees transitioning to income focused planning, business owners preparing for or following a liquidity event, professionals building toward retirement, individuals managing sudden wealth, investors seeking a balanced growth and income strategy
Serving Clients in
Phoenix • Scottsdale • Paradise Valley • Tucson • Naples • Princeton • Communities throughout Arizona, Florida, and New Jersey
Available nationwide through virtual meetings
Questions Robert Helps Answer
- How can I transition to sustainable, tax-aware retirement income?
- How should I manage sudden wealth after a sale or liquidity event?
- How can I structure and diversify newly received assets?
- How can I balance portfolio growth with income needs?
- How can I align investment accounts and beneficiaries with my estate plan?
As a Senior Wealth Advisor at Mission Wealth, Robert Himmelman collaborates closely with his team to provide comprehensive financial planning services to clients. His responsibilities include conducting thorough analyses of client data, crafting personalized financial plans, and supporting wealth management reviews and year-end reporting. By leveraging his expertise and deep understanding of the financial landscape, Robert plays a critical role in helping Mission Wealth’s clients achieve their financial goals.
Financial planning isn’t just about numbers—it’s about helping people gain clarity, confidence, and control over their future. As an advisor, it’s deeply meaningful to guide someone through life’s complexities, turning uncertainty into a strategy and goals into realities. It’s not just planning finances—it’s helping people plan their lives with purpose.
Robert’s Frequently Asked Questions
Robert begins by understanding each client’s full financial picture, goals, and priorities, including the context behind the numbers. He then organizes and simplifies their situation by bringing investments, income needs, taxes, and estate considerations into a coordinated plan. Clients can expect plain language explanations, collaborative recommendations, proactive communication, regular reviews, and adjustments as their needs evolve
Professional Background
Robert brings a diverse background in Corporate Finance, Banking, and Wealth Management to Mission Wealth, allowing him to approach each client’s needs with a distinct and informed perspective. During his career with UBS in New York City, he has experience as both a Financial Advisor and Fixed Income Trader. Today, Robert combines that technical expertise with specialized experience advising retires, corporate executives on compensation strategies, and guiding business owners through complex financial decisions. This multifaceted background enables him to provide counsel on sophisticated, tax-efficient investment strategies while maintaining a comprehensive view of his clients’ long-term financial goals.
Personal Pursuits
As a New Jersey native, Robert is proud to call Scottsdale, Arizona home for the past five years. Along with his rescue pup “Hank”, Robert enjoys exploring Arizona and all the West has to offer. When not pretending to be an PGA Professional, Robert can be found playing his guitars, critiquing the latest cuisines, and building meaningful relationships in the community.
Community Impact
Robert enjoys volunteering his time at the St. Mary’s Food Bank in Phoenix, Arizona. Robert is also involved supporting the charitable efforts of Blessed Sacrament Roman Catholic Church in Scottsdale.
Connect with us
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor