Rob Jupille
Our Planned Giving Expert
Rob Jupille, has been assisting non-profits, individuals and small businesses with their financial planning needs for the past 15 years. Through his creative solutions strong tax benefits and notable charitable interests have been met.
Building on his early experience as Vice President of Sales and Underwriting for a Fortune 500 company, he continued to evolve his business interests as a Regional Director of Sales for Foresters, a
not-for-profit financial services organization, where his responsibilities centered on individual wealth planning and eventually establishing a successful track record as an independent financial planner.
Rob matriculated from the University of California, Santa Barbara with a degree in Business/Economics.
He has lectured widely on topics ranging from estate planning, business formation, budgeting and investing. His client work has attracted the attention of the media and he has regularly provided financial planning services for, and appeared on, the television show ‘Pat Croce Moving In’ and has been featured on both KNX 1070 radio and KCAL 9 news discussing various financial topics. He now writes a popular monthly column for the Santa Monica Daily Press.
Rob provides an electronic newsletter, Money Management for Modern Life, that covers a diverse range of topics of interest to individuals, organizations and small businesses.
Rob is an active community volunteer as a member of the UCSB Alumni Association Board of Directors and has co-chaired the West Los Angeles Heart Walk for the American Heart Association. He and his wife, Tracie, live in West Los Angeles.
Contact Rob at: rjupille@brimhallassociates.com .
