Robert W. Burns

Robert W. Burns

Branch Manager | Senior Vice President /Investments

Phone: 949.234.2346
Fax: 949.234.0326
Mobile Phone: 949.370.3397
E-mail:

Robert is the branch manager of Stifel Nicolaus San Juan Capistrano branch office and has over 20 years experience helping clients grow, protect, and manage their wealth through investment planning, risk planning, and estate planning financial strategies. His practice has grown today because of his dedication to his clients in helping them pursue financial security and independence. No gimmick, fads, or fancy products – just time-tested financial strategies for the long-term with the client’s goals and objectives in mind. 

Robert obtained his Bachelor of Science in Finance from California State University of Long Beach. He is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and works with an extensive network of professionals in the areas of advanced estate planning and tax planning. As a professional upon whom a lot of his clients depend on for financial advice, Robert continuously keeps up-to-date on important financial issues through continuing education and by being an active member of professional organizations such as the Estate Planning Council of South Orange County and the Orange County Planned Giving Roundtable. 

Stifel Nicolaus does not provide tax or legal advice.

What is one thing you’d like to do but haven’t?

My lifetime goal is to win a Broadway Tony Award as either an actor or a producer and I’m not choosy so I’ll humbly accept either one. 

What are your passions outside of work?

I like the outdoors, theatre, singing, dancing, working out, and playing poker. 


What is your most embarrassing moment?

Finding a clip of me singing on YouTube.


What was your first car?

A 1979 Ford LTD. I had to get rid of it a few months after because it was too expensive to fill up.

Professional Affiliations

Orange County Planned Giving Roundtable, Member

Estate Planning Council of South Orange County, Member

Rotary Club, Member

San Clemente Hospital Foundation, Past President and Board Member

South Coast Singers, President - www.southcoastsingers.org

Areas of Focus

  • Financial Planning
  • Charitable Giving
  • Professional Money Management
  • Tax-Advantaged Investing
  • Bonds - Corporate, Municipals, Treasuries
  • Managed Futures
  • IRA Rollovers
  • Roth Conversions
  • SEP
  • Mutual Funds
  • Exchange Traded Funds
  • Owner Only 401(k) Plans
  • 529 Plans
  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance