Vanderbilt is happy to welcome one of our newest Financial Professionals, Robert E. Drum. Bob is joining us from Encino, CA.

Bob has 33 years of experience in financial services. Specializing in retirement planning and business development strategies, he focuses on implementing efficient and innovative ways of increasing people’s investment performance and retirement income, while also reducing their tax exposure.

He believes everyone’s case to be unique, avoiding any cookie-cutter approach to Financial Planning. Instead, Bob relies on his Financial-Education knowledge and thirty-plus years of experience and know-how in developing uniquely tailored, high-quality strategies and solutions that focus on the achievement of his client’s desires, objectives, and life goals

Bob earned his Bachelor’s Degree from Michigan State University and a Master’s Degree from Pepperdine University. He served his country in the U.S. Military, as a Naval Flight Officer, flying F-4 Phantoms and F-14 Tomcats, ultimately retiring as a U.S. Navy Commander.

“In a search to find an elite financial organization, that could provide increased, quality services for existing and new clients, Vanderbilt’s reputation was at the very top of the list. There were many to choose from but the Vanderbilt Team actually took decisive action and demonstrated their potential as the preeminent, forward-looking, Industry Leader, for Financial Advisors.” – Bob Drum

“Bob’s years of experience, background, and belief in treating each of his clients with a unique and personal touch, exhibits what it means to be part of the Vanderbilt family and our culture of GRITT (Gratitude, Respect, Innovation, Teamwork, Trustworthiness).” – Heidi Distante, CEO