Our Team

Rob Baldwin, CLU®, CFP®

Business Planning and Wealth Transfer Specialist Email: Phone: 818-854-3018

Rob has over 23 years of experience in the life brokerage industry, having previously been with Highland Capital Brokerage and Marsh Private Client Life Insurance Services. Rob is unique in that he has expertise in all product lines, as well as the ability to develop and implement planning solutions. In addition to operating in a traditional wholesale capacity, Rob also works at the point-of-sale – directly with clients.  He partners with our A.J. Gallagher offices, as well as outside independent advisors, benefits brokers, and property and casualty agencies.

Rob’s areas of expertise include estate planning, business continuity, and succession planning.  He was featured in Scott Louis Cooper’s 2014 book The Ultimate Guide to Business Insurance: Restaurant Edition in which he discusses the role of life insurance and disability income protection in the overall risk management process for owners of small to medium sized businesses.

Rob is a graduate of Pepperdine University, and lives in Simi Valley with his wife and two children. He is an avid sport fisherman, and frequently volunteers for organizations that provide on-the-water opportunities for economically disadvantaged and developmentally-disabled youth in Southern California.

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