Robert Baldacci grew up on a farm in Nebraska. He received his Bachelor of Science Degree from Wayne State College in Wayne, NE. His financial services career began in March of 1998 in Omaha, NE. During the heyday of technology stocks and unrealistic IPO’s. From there he pursued his passion of assisting clients with their wealth management in California. His career in California began in Watsonville, May of 2000. He spent over a decade guiding clients and their families at JPMorgan Securities in downtown Monterey, Ca. He achieved the title of Vice President-Investments; Private Client Advisor in 2012.
In May of 2021 Robert took on a new challenge, that being, Partner at Ohana Wealth Management. This will allow the company to expand to the Monterey area through Robert. Ohana Wealth Management will provide Robert and his clients to a family environment to further deepen their relationship. Ohana, meaning Family in Hawaiian, is the cornerstone of his belief process. Ohana will allow him to continue his passion of providing individualized financial advice to clients; this includes generational wealth, financial planning, retirement planning, income generation, education funding and insurance solutions. Robert is registered with a series 7, 63, 65, 52, Life and Health.
He lives in Aptos, Ca with his wife and three daughters. His hobbies include cooking, sailing, hiking and golf.