Robert Rexford Jr. is a CFP® with 36 years of industry experience, currently serving as an advisor at Rexford Capital, where he has worked since 2003. His credentials also include Series 63 and Series 65 registrations. Rexford Capital is a fee-only, SEC-registered investment adviser managing approximately $151 million for about 62 clients, including affluent individuals, retirees, corporations, retirement plans, trusts, and institutional clients. The firm employs a long-term, behaviorally informed investment approach with a focus on equity exposure complemented by municipal bonds and occasional covered-option strategies, operating under a fiduciary standard.

Robert Rexford is a financial advisor at Rexford Capital in Bellaire, TX, holding Series 65 and Series 63 licenses with four years of industry experience. His background includes roles at Goldman Sachs, Deloitte, Morgan Stanley Wealth Management, and academic positions at Southern Methodist University and USC. Rexford Capital is a fee-only, SEC-registered investment adviser managing approximately $151 million for primarily affluent individuals and retirees, along with corporations, trusts, and institutional clients. The firm employs a long-term, behaviorally informed investment approach emphasizing equity exposure with complementary fixed income and uses AI-supported research while maintaining discretionary portfolio management under a fiduciary standard.