Robert Holstein joined the financial services industry in 2022 and is currently pursuing a Bachelor of Science in Business with a concentration in Business Law at Arizona State University. Prior to joining Public Safety Financial, he built a strong foundation in client service through roles in banking, logistics, and retail, gaining valuable experience in relationship management, financial services, and helping clients navigate important decisions.

As a Concierge Specialist, Robert is committed to creating a seamless experience for both clients and advisors. He enjoys building relationships, answering questions, and helping clients take the next step in their financial planning journey with confidence.

Outside of the office, Robert enjoys spending time with his daughter and family, traveling, visiting Disney, and trying new restaurants. He also enjoys skiing in Colorado and Utah, camping, golfing, and playing chess. A fun fact about Robert is that he appeared as a litigant on Judge Judy in 2016.

Robert is proud to be part of a team that is dedicated to serving first responders and their families. He values the opportunity to support those who dedicate their careers to protecting others by helping provide the education, service, and personalized guidance they deserve throughout every stage of their financial journey.