Robert Gabler, is a Financial Advisor and partner with the Sapphire Group at Morgan Stanley. With 15 years of experience, Robert represents the third generation of the Gabler family at Morgan Stanley. His experience as a Portfolio Manager is centered on value investing and managing investments for our tax-sensitive clients. Additionally, Robert is a Financial Planning Specialist (FPS), adept at crafting unique plans tailored to the individual needs of each client and business.
Always a fast learner, Robert graduated from California State University, Fullerton, with a B.A. in Business Administration weeks after his 21st birthday. Residing in Orange County, he enjoys a fulfilling family life with his wife, two children, and their two rescued dogs.
Outside of his professional and family commitments, Robert is passionate about staying active and training for various races including HYROX, Spartan and half marathons. He also enjoys sailing with his Morgan Stanley partner, Tom Valcich.
Services Include
- Wealth Management
- Retirement Planning
- Estate Planning Strategies
- Professional Portfolio Management
- Philanthropic Services
- 401(k) Rollovers
- Municipal Bonds
- Corporate Cash Management
- Cash Management and Lending ProductsFootnote6
- 529 Plans
- Planning for Individuals with Special Needs
Securities Agent: OH, FL, MI, VA, SD, PA, NC, MO, MA, KY, WA, SC, MD, ID, AZ, WI, UT, NY, NV, NM, CA, MT, IN, AR, CO, OK, IL, AK, WY, TX, TN, OR, GA, DE, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1380613
CA Insurance License #: 0H53988