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We solve financial planning complexities for Chevron Employees, leveraging our deep understanding of how your benefits will impact your retirement.
Financial planning complexities simplified for Chevron employees
How do I know when the best time to retire is? How do I plan for retirement to maximize the benefits I receive from Chevron? What approach should I take with my Chevron pension?
If you're asking yourself any of those questions, know that you're not alone, and we're here to help.
Beyond helping you build your financial plan and roadmap to retirement, we're beside you each step of the way, from retirement paperwork and 401(k) to medical plans, pension strategies, and beyond.
How we help Chevron employees
For many Chevron employees, we understand there can be a gap between the information HR provides and the information you need to fully understand the sum of your benefits.
We're here to close that gap. And the purpose of our Farther Focus Team isn't limited to only building a financial plan around your career at Chevron. This includes:
We're your guide for each step of the retirement journey. We go above and beyond to walk you through all the paperwork involved in retiring—healthcare, 401(k), and Social Security, just to name a few — so you can feel confident that no stone has been left unturned.
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Navigate with ease through a simplified dashboard that empowers you to take command of every financial decision.
Share specific financial data with your CPA, attorney, and family members — promoting transparent and collaborative wealth management.
Store every financial document in one organized, secure, and easily accessible location.
Our intelligent system continuously monitors your bank accounts — maintaining your liquidity, while ensuring excess cash is efficiently invested and working to increase your wealth.
Find answers and perform financial tasks swiftly with just a few clicks, from anywhere, at any time.
With modular investment options from Farther Asset Management and exclusive partners, you and your advisor can personalize your portfolio for your needs.
We understand that advisor relationships can sometimes fall short of expectations. Our approach transforms common pain points into proactive solutions, delivering a seamless, elevated client experience.
We partner with clients who value thoughtful, strategic financial management and a high level of personal attention, including:
Robert brings nearly 30 years of experience serving high‑net‑worth clients and their companies, including prior leadership as Nevada Head of Office for Goldman Sachs Personal Financial Management. He now leads a Las Vegas–based team at Farther, combining fiduciary planning, institutional‑grade strategies, and modern technology to help clients make confident decisions.
Robert holds the AIF® (Accredited Investment Fiduciary), AEP® (Accredited Estate Planner), and CFBS (Certified Family Business Specialist) designations, in addition to a Master of Science (MS) in Finance.
A fiduciary is legally obligated to act in your best interest at all times. Robert is a fee-based fiduciary, meaning he does not sell products or earn commissions. This structure ensures his recommendations are centered on your objectives.
Fee-based means we never earn commissions from the products we recommend. Our compensation is transparent and designed to remain aligned with your long-term financial success rather than product sales.
Comprehensive wealth management in Las Vegas includes six coordinated disciplines: cash flow planning, risk management, retirement strategy, investment management, tax-aware planning, and estate coordination.
Yes. Robert holds the Certified Family Business Specialist (CFBS) credential and has extensive experience helping business owners design exit strategies, navigate liquidity events, and manage succession planning.
Yes. Robert advises on RSUs, stock options, ESPPs, and concentrated stock positions. He develops tax-aware strategies to help you manage vesting schedules and exercise timing within your broader plan.
Nevada’s lack of state income tax creates significant opportunities for Roth conversions, capital gains harvesting, and retirement distributions. Robert helps you navigate these Nevada-specific strategies to help maximize your after-tax potential.
We serve the following areas: Las Vegas, Henderson, Summerlin, Green Valley, North Las Vegas, Spring Valley, Paradise, and the broader Clark County region.
The Farther platform was built by an elite engineering team to provide sophisticated portfolio management, automated tax-loss harvesting, and real-time financial planning insights in one centralized location.
Farther provides access to a broad range of investment solutions with tax-intelligent portfolio construction. We utilize automated tools designed to improve after-tax efficiency and keep your portfolio aligned with your risk tolerance.
Tax-loss harvesting strategically realizes losses to offset gains, which can help reduce your overall tax liability. Farther’s technology monitors your portfolio daily to capture these opportunities as they arise.
Farther provides high-touch, family-office level service without traditional investment minimums. We focus on households with complex planning needs; the best way to determine whether it's a good fit is to schedule a conversation.
Meeting frequency is customized to your needs. Most clients meet quarterly for a formal review, with additional touchpoints at significant life events or market shifts.
You can call (725) 238-4291 or fill out the form on this page. Robert offers initial consultations to discuss your goals and determine if our approach is the right fit for your situation.
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