Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Justin M
Series 63, Series 66
Burlingame, CA
Citigroup Global Markets
Justin Mcmahan is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2009. Outside of his advisory role, he serves as Treasurer and Director of the Washington School PTA in Burlingame, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies with both discretionary and non-discretionary options, leveraging internal standards and oversight committees to select and monitor managers.
Robin N
Series 63, Series 65
Burlingame, CA
Citigroup Global Markets
Robin Naber is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and nine years of industry experience. His previous roles include positions at Morgan Stanley, Morgan Stanley Private Bank, Novo Real Estate Group, and Groopie. Outside of his advisory work, he is involved in real estate ownership through personal LLCs. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs that include discretionary and non-discretionary strategies. The firm combines large institutional scale with specialized market roles, providing a broad range of advisory, execution, and custody services.
Robert Z
Series 63, Series 66
Burlingame, CA
Citigroup Global Markets
Robert Zimmerman is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. He previously worked at Merrill for ten years before joining Citigroup Global Markets in 2023. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, along with brokerage and custody services. The firm combines large institutional scale with unique market roles, including acting as a swap dealer and futures commission merchant, and provides bespoke solutions for high-net-worth clients.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters