Rob Odishoo

Background

About Rob Odishoo

I remember the day I first learned about the value of wealth planning and investing. I was a kid in the early 1980s with my dad in a bank in downtown Menlo Park, CA. I can still hear him giving me his timeless advice:"Work hard, save plenty and make sure you have $1 million by the time you retire. Put your money in a CD, and live off of the interest of your savings." Of course, times have changed, and preparing for the longevity of life is far more complex! In fact, 40 years later, the need for sage financial advice has never been more important than it is today. That's why I summon my experience and love of teaching to help my clients tackle real-world issues surrounding their wealth and wishes. WHO DO I SERVE? I typically work with successful first generation wealth creators and their families. These are often successful corporate executives and business owners "sandwiched" between aging parents and teenage kids headed to college. Each client is unique, as is our relationship, but they all have one thing in common - each client is at a point in their lives where they have several complex financial and life goals and they realize they need someone on their team to help with unbiased advice and guidance. WHAT I DISCUSS WITH CLIENTS? I begin every relationship with a conversation, helping to identify and prioritize which goals matter most to my client. Whether it's transferring wealth to the next generation, customizing a financial approach to help pursue personal passions, or providing advice and guidance to help stay informed, I start by listening to what's important to my client. WHAT MAKES ME PROUD? I received my bachelor's degree from the Marshall School of Business at the University of Southern California in 1994 where I met my wife of nearly 30 years, Janelle. We have one incredible daughter, Jessica, a graduate of Pepperdine University and current Dean Scholar at the USC Price Master of Public Policy (MPP). A long-time Orange County, CA resident, we moved to the Dallas–Fort Worth metroplex in 2024 seeking a change and following the great migration to Texas. I previously served as Market Community Outreach Chair for Bank of America's financial literacy program Better Money Habits, and was a Board member for Shakespeare Orange County. Having watched my mother and mother-in-law suffer from Alzheimer's, I support Alzheimer's research.