Citi logo
Sign On to Citi Accounts
Citi Personal Wealth Management
  • Home
  • Citigold
  • Citigold Private Client
  • Investing
  • Financial Planning
  • Market Insights
  • Sign On to Citi Accounts

We help you connect the pieces of
your financial picture.

Robin Naber
Vice President – Wealth Management
Senior Wealth Advisor

NMLS# 1706398

CA Insurance License # 4006538

  • Phone: (650) 645-2478

E-Mail: robin.j.naber@citi.com

250 University Avenue
Palo Alto, CA 94301

Get Directions to 250 University Avenue

250 University Avenue
Palo Alto, CA 94301

Get Directions to 250 University Avenue

Citi Personal Wealth Management helps you connect future aspirations and present needs. Whether you are looking ahead to retirement, planning a child’s education or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.

Backed by Citi’s wealth planning process and product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – from identifying your financial goals to helping you make them a reality. We’ll also work with Citi colleagues in banking and lending to help simplify your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.

About Robin

Robin, a seasoned advisor at Citi Personal Wealth Management, epitomizes the innovative spirit of the Bay Area. With roots in finance, real estate, and law cultivated at Long Beach State, his entrepreneurial journey flourished, laying a solid foundation for his success.

Transitioning to Morgan Stanley further honed his expertise, catering to a diverse and sophisticated clientele. Based in Palo Alto, Robin embodies the American dream, serving hard-working individuals and families striving for financial success.

At the heart of Robin’s practice lies a deep understanding of his clients' aspirations. Leveraging Citi Personal Wealth Management's global capabilities, he provides tailored solutions, empowering clients to navigate complex financial landscapes. Robin's approach is inherently client-centric, characterized by attentive listening, prioritization of interests, and thoughtful advice coupled with exceptional service.

Beyond his professional endeavors, Robin is deeply committed to his clients' well-being, respecting the personal significance of their financial decisions. His dedication is mirrored in his family life, where he cherishes moments with his wife, children, and Wheaten Terrier, fostering a foundation of love and support.

In the dynamic realm of wealth management, Robin stands poised to offer guidance and support, underpinned by a wealth of knowledge, a proven track record, and an unwavering dedication to enhancing the lives of those he serves.

INVESTMENT PRODUCTS AND INSURANCE PRODUCTS: NOT INSURED BY THE FDIC • NOT INSURED BY THE FEDERAL GOVERNMENT OR ANY OTHER FEDERAL GOVERNMENT AGENCY, BY THE BANK, OR BY ANY AFFILIATE OF THE BANK • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, THE BANK OR AN AFFILIATE OF THE BANK • SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED

Important Information for You to Know About Our Business and Relationship With You

We are required to deliver two important disclosure documents about our business and relationship with you:

  • Form Client Relationship Summary (“Form CRS”) is a brief summary of the brokerage and advisory services we offer.
  • Regulation Best Interest Disclosure Statement and Related Information for Retirement Accounts is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker-dealer.

Please review both of these important documents online at https://www.citi.com/investorinfo/. If you prefer paper copies, please contact your advisor or call us at (800) 846-5200 | TTY: We accept 711 or other Relay Service.

Broker Check Logo

Learn More from BrokerCheck about the background of Citigroup Global Markets Inc. and its registered/licensed professionals FINRA's BrokerCheck.

Citi logo
© 2024 Citigroup Inc. Terms & Conditions Privacy Notice at Collection Do Not Sell or Share My Personal Information Accessibility

Important Information

The products and services mentioned in this page are not offered to individuals resident in the European Union, European Economic Area, Switzerland, Guernsey, Jersey, Monaco, San Marino, Vatican and The Isle of Man. Your eligibility for a particular product and service is subject to a final determination by us. This communication is not, and should not be construed as, an offer, invitation or solicitation to buy or sell any of the products and services mentioned herein to such individuals.

Citigroup Inc. and its affiliates do not provide tax or legal advice.

Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. (CGMI), member SIPC. Citigroup Life Agency LLC (CLA) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). CGMI, CLA and Citibank, N.A. are affiliated companies under the common control of Citigroup Inc.

Banking products and services are offered through Citibank, N.A., NMLS #412915, Member FDIC and Equal Housing Lender. Citibank is not responsible for obligations of its affiliates.

© Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world.

Citigroup Inc. and its affiliates do not provide tax or legal advice. Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. (”CGMI”), member SIPC. Citigroup Life Agency LLC (“CLA”) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Citibank, CGMI, and CLA are affiliated companies under the common control of Citigroup Inc.

© 2024 Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world.