Robert Charron

Robert Charron: Email & Phone Number

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Wealth Planning Consultant at PACIFIC SOUTHWEST FINANCIAL & INSURANCE|Oceanside, California, United States

Position:

Wealth Planning Consultant at PACIFIC SOUTHWEST FINANCIAL & INSURANCE

Location:

Oceanside, California, United States

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Last updated: 2026-06-25
Updated: 2026-06-25

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Work Experience

Wealth Planning Consultant at PACIFIC SOUTHWEST FINANCIAL & INSURANCE

Mar 2018 - Current

SVP of Sales at PACIFIC SOUTHWEST FINANCIAL & INSURANCE

- Current

Robert Charron started working in 2018, then the employee has changed 1 job. On average, Robert Charron works for one company for 8 years 4 months.

Their professional focus is Business Continuity Planning, Estate Planning, and Estate Planning Specialist across 3 core areas.

Robert holds Accredited Estate Planner (AEP) and Certified Financial Planner (CFP) certifications.

Education

Bachelor of Arts - BA at Vanderbilt University

CFP at Lipscomb University

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