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About Us

Mission Statement

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. Endeavoring to know and understand your financial situation and provide you with only high quality information & services to help you reach your goals.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Robert J. Kitz

I am an Investment Advisor Representative, and have been working with individuals and businesses in the Sacramento area for close to 40 years and counting.

I'm committed to helping people pursue their financial goals. I offer a wide range of financial services to individuals and business owners which will enable you to identify your goals and make sound decisions to help reach them.

One of the benefits of working with me is my ability to provide clear, easily understood explanations of applicable financial strategies. We use a step by step process called the Lifetime Economic Acceleration Process (LEAP)* that helps our clients build, protect, and pass on wealth.



Our goal is to help motivate you to take control of your financial life. But not only motivate, but guide your energy into action through our Lifetime Economic Acceleration Process (LEAP)* so that you can meet your goals. Allowing you to become financially independent from outside influences that arise throughout your life.

If you have any questions or wish to know more, please feel free to reach out through our website.


*LEAP, Lifetime Economic Acceleration Process, Leap Model, and LEAP SYSTEM are service marks of Penn Mutual Life Insurance Company.  Individuals and entities considering financial decisions are cautioned to seek tax, investment, insurance, accounting and legal advice from appropriately licensed and certified service providers.

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