Legacy

Robert Gonzales

After an illustrious career spanning almost five decades, Rob announced his retirement from the financial services industry in 2024. Born and raised in San Diego, Rob’s journey has been defined by his passion for navigating the complexity of the markets and his unwavering dedication to his clients.

Rob began his career in 1977 as a commodities specialist with Merrill Lynch, Pierce, Fenner & Smith in San Diego. He later joined Prudential Securities as a financial advisor, where he worked for 12 years. After 22 years with Wells Fargo and legacy firms, Rob made the move to Raymond James in 2018, drawn by the firm’s values of integrity and client-first service. As part of the Charted Course team, Rob focused on managing and preserving wealth through custom portfolios, emphasizing retirement income planning and risk management.

Throughout his career, Rob built strong and lasting relationships with his clients. He was known for his candor, his ability to simplify complex issues, and his empathetic approach. Rob’s work was guided by a deep understanding of his clients’ goals and ideals, forming the foundation for personalized financial planning.

Rob’s professional achievements were paralleled by his service to the country. Prior to his career in finance, he served as a U.S. Army Infantry Officer for eight years, including two tours of duty in Vietnam. He earned his undergraduate degree from St. Martin’s University and his MBA from National University.

Rob also believed strongly in giving back to his community. Over the years, he volunteered in leadership roles with Little League baseball, Cub Scouts, and as a business manager for Pop Warner Football, leaving a positive impact on countless young lives.

Now retired, Rob looks forward to spending more time with his wife, Sally, at their home in Rancho Penasquitos. A lifelong baseball enthusiast, Rob loves going to see the Padres and enjoys participating in fantasy baseball. In his retirement, he plans to savor life’s simple pleasures: reading good books, watching compelling movies, walking with his dog, and exploring new culinary adventures.

We celebrate Rob’s remarkable career and his well-deserved retirement. As a founding member of Charted Course Wealth Management of Raymond James, Rob played an instrumental role in shaping the group's vision and establishing its client-first philosophy. His countless contributions and dedication have left an enduring legacy, and we have all been blessed to work with him. Please join us in wishing Rob all the best as he embarks on this exciting new chapter of his life.