Robert Couse

Meet our Director of New Advisor Development located in our San Jose office, Robert Couse! Originally from New York, New York, he has been with us for 2 years and is a mentor to new advisors. Robert earned his bachelor’s degree from the State University of New York (SUNY) in Oneonta and has obtained additional certifications such as BFA™, CLU®, and ChFC®. Although he comes from the city, Robert enjoys all outdoor activities whether it’s hiking or fishing. You can also find him challenging opponents in MMA and Jiu-Jitsu before winding down with a guitar. Fun fact, wrestling has been a huge part of Robert’s life starting in Kindergarten and throughout all of college.

“Robert is driven by a deep passion for transforming potential into purpose. He’s most inspired by developing advisors into confident, purpose-driven professionals who master their craft, achieve freedom, and create lasting impact in the lives of others. Through training, mentorship, and intentional development, Robert strives to build a culture where excellence, growth, and legacy are the natural outcomes of empowered leadership.”