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Robert S
CFP®, Series 66
Del Mar, CA
Favrile Financial
Robert Shopes is a CFP® with 15 years of industry experience and operates as the sole advisor at Favrile Financial in Del Mar, CA. His prior experience includes seven years at Waddell & Reed, Inc. and over two decades with Exotica Biologics. Outside of his advisory work, he owns and manages an eBay store, TeraBio, which buys and resells used goods online. Favrile Financial offers discretionary wealth management and financial planning services to individuals, high-net-worth clients, and corporate entities. The firm’s investment approach emphasizes fundamental analysis and long-term orientation, utilizing low-cost mutual funds and ETFs alongside other securities, while employing fixed and hourly fee arrangements rather than asset-based fees.
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