Robert Rao is a seasoned financial advisor with over 25 years of experience in the industry, including over a decade with King Capital Advisors. He’s dedicated to providing personalized attention to help clients reach their financial goals and objectives.

Before entering finance, Robert had a successful career as a top-ranked tennis player on the ATP World Tour, competing against tennis legends like Andre Agassi and Michael Chang. Afterward, he pursued higher education, earning both a bachelor’s and a master’s degree in business administration from Texas A&M University.

Robert’s financial journey led him to UBS Financial Services and Merrill Lynch, where he conducted research and analysis for high-net-worth clients. He’d later become a branch manager for Edward Jones.

At King Capital Advisors, Robert focuses on helping individuals and business owners plan for retirement, save for college, and reduce tax burdens. He takes pride in customizing portfolios for each client’s unique needs and risk tolerance. Robert holds his FINRA Series 7, 63, and 66 licenses.

Outside of finance, Robert continues to enjoy tennis, golf, and dancing. He is an active volunteer in his community, and he cherishes his client interactions.