Robert Birgen, financial advisor Diamond Bar CA

Robert Birgen

CRD Number: 1659476
Current Firm: Abridge Partners, LLC

Robert Birgen (CRD# 1659476) is an Investment Advisor Representative working at Abridge Partners, LLC in Diamond Bar, CA and has over 30 years of experience in the finance industry.

Similar Advisors
 , financial advisor Diamond Bar CA

CRD# 2962660
Grove Point Advisors, LLC
Similar Advisors
Jason Stein, financial advisor Diamond Bar CA
Jason A. Stein
CRD# 6232434
Bluepoint Wealth Advisors
Similar Advisors
Veronica Aaron, financial advisor Diamond Bar CA
Veronica M. Aaron
CRD# 2513561
Householder Group Estate & Retirement Specialists
Company Name Location Dates Years
Lpl Financial LLC Diamond Bar, CA Sep 2009 - Current 13
Stanislawski & Harrison Wealth Mgmt, LLC Pasenda, CA Nov 2007 - Current 15
Abridge Partners, LLC Diamond Bar, CA Oct 2007 - Current 15
Birgen Asset Management Diamond Bar, CA Apr 2001 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1992
S65 NASAA Investment Advisors Law Examination Aug 1996
Contact Info for Robert M. Birgen
Phone Number: 909-860-9992
Firm Website:
Registered State(s):
  • CA
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Robert Birgen and other advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.