Your Financial Future
Our purpose at Heymont & Company is to provide you with exceptional financial guidance and personalized service with strategies that seek to build wealth and manage your financial resources, empower you to pursue your life’s aspirations, and create a strategy for passing on a lasting heritage to loved ones or meaningful charities. Whether you are just starting to develop long-term financial plans, approaching retirement, looking to provide a retirement plan for your family or business, or simply looking to better understand certain investment ideas, we can help you find the answers to your most pressing money questions.
We will help you develop a financial action plan and move confidently toward your goals. We do this through a detailed, highly personalized process of identifying your personal or business needs, outlining goals, analyzing current programs, researching available options, and finally developing and implementing both a short- and long-term range of plans.
Heymont & Company is a full-service investment planning and wealth management firm located in Century City, California. We have built our reputation on helping clients create and preserve wealth for their families and their businesses.
We are pleased to announce that Rob Gillard, CFP®, CIMA® has joined our team as Senior Vice President at Heymont and Company, Inc.
Rob has over 15 years of experience in the financial services industry, having spent most of his career working for Deutsche Bank in London and Los Angeles, UBS Private Wealth Management in Century City, and Fidelity Investments in Pasadena focusing on high net worth clients, portfolio management, tax management strategies, protection planning, and estate planning.
Always putting his client’s needs first, he realized that being independent was the best way to serve his clients and build long term relationships with no conflicts of interest.
Rob earned the Certified Financial Planner® (CFP®) designation in 2011 and the Certified Investment Management Analyst® (CIMA®) designation in 2008.
A native of Grosse Pointe Woods, Michigan, Rob attended the University of Miami and graduated with a BBA in finance with honors in 1999. An avid tennis fan, Rob tries to spend much of his free time on the tennis court. He also serves as a mentor through the Fulfillment Fund, a Los Angeles based organization that assists disadvantaged youth to gain access to higher education, as well as the Point Foundation, an organization that empowers promising LGBT students to achieve their full academic and leadership potential to make a significant impact on society.
Rob resides in West Hollywood with his partner, James, and their black lab “Snookie.”
Rob is excited to be part of Heymont and Company and we look forward to introducing you to him at our next client event.
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