Welcome to KWB & Associates - About Our Managers

KWB & Associates, Inc. Wealth Managers Group, call toll-free (800) 478-8934, or local (909) 307-8220

Robert J. Bullock
bob@kwbwealthmanagers.com
Wealth Manager, KWB Wealth Managers Group
LPL Registered Representative

Robert was born in 1958 in Clearwater, Florida at the hospital where his parents had been delivered. He spent the first ten years of his life on the Caribbean island of Dominican Republic. A revolution forced the family to flee the country. They then settled for two years in Atlanta, Georgia before moving to Houston, where Robert’s father worked for the next 32 years with a major oil company. Robert graduated from University of North Texas in 1980, with a Bachelor Degree in Business Administration and a concentration in Investments.

Robert began his career working in commercial and consumer lending at Xerox Federal Credit Union and was responsible for opening the Credit Union’s first branch in Morristown, New Jersey.

Robert also rose to Vice President of Sales and Lending with FAA Western Credit Union, and VP of Lending with Continental Airlines Federal Credit Union. Blending his Credit Union background with his first passion, investments, Robert worked for three years at Merrill Lynch as a Financial Consultant in the Private Client Group. Since 1995 Robert has worked with Kerry Bubb, KWB President and Chief Wealth Manager, to provide the members of SCE Federal Credit Union and other financial institutions with quality investment programs.

Robert holds both a Broker and Principal securities license from the National Association of Security Dealers (NASD), as well as an insurance license from the State of California. He is currently enrolled and studying for his CFP designation.
Robert resides in Glendale, California with his two kids, a Calico cat named Chatham and a poodle named Emily. He enjoys hiking, golf and antiquing.

Kerrick W. Bubb
kerry@kwbwealthmanagers.com

J. Jeffrey Marvin
jeff@kwbwealthmanagers.com

Robert J. Bullock
bob@kwbwealthmanagers.com

J. Dallas McKinnon, CFP®
dallas@kwbwealthmanagers.com

Diana L. Fryer
diana@kwbwealthmanagers.com

Securities and Insurance Products offered through LPL Financial and it's affiliates, Member FINRA/SIPC
Insurance products offered through Private Ledger Insurance Services of California, Inc.

Not FDIC Insured	No Bank Guarantee		May Lose Value
Not a Deposit		Not Insured by any Federal Government Agency

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner, which it awards to individuals who successfully complete initial and ongoing certification requirements.
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