EXPERIENCED >> KNOWLEDGEABLE >> TRUSTWORTHY

Investing For Your World, For Your Security

With over 40 years of experience in Financial Services, Rob Pedersen has successfully guided individuals, families, and businesses through their financial maze of insurance and financial services. Besides offering securities in California, Rob is also licensed to offer Life Insurance, Disability insurance, Long Term Care, Fixed annuities, Group insurance, Individual Medical, Dental and Vision Insurance, and Medicare Supplemental Insurance. Rob is licensed to sell insurance in CA, NV, ID, WA, OR, and TX.

Insurance protects you and your loved ones

Build a Better Future Today!

With over 40 years of experience in Financial Services, Rob Pedersen has successfully guided individuals, families, and businesses through their financial maze of insurance and financial services. Besides offering securities in California, Rob is also licensed to offer Life Insurance, Disability insurance, Long Term Care, Fixed annuities, Group insurance, Individual Medical, Dental and Vision Insurance, and Medicare Supplemental Insurance. Rob is licensed to sell insurance in CA, NV, ID, WA, OR, and TX.

Registered Representative | Insurance Broker

Responsive And Timely

Rob is responsive to market conditions, providing important AND timely guidance to help you build your wealth & security.

Virtual Or In-Person Appointments, Whatever Your Preference

Depending on your location, appointments in California can be in-person or virtual.


SCHEDULE AN APPOINTMENT VIA MY CALENDAR:

https://calendly.com/rob-402

40+ Years Of Experience

With over 40 years of experience in Financial Services, Rob Pedersen is well-versed in all aspects of Insurance & Financial Services.

FINANCIAL SERVICES THE WAY THEY SHOULD BE:

No Minimum Production Requirements | No Proprietary Products

There's no pressure for us to sell certain financial products or securities. There are also no sales quotas or minimums, allowing us to have only your best interests in mind, not ours.

Stocks & Bonds

Stocks and bonds are two of the most common types of investments. Stocks represent an ownership stake in a company. Bonds are debt.

Options

Options are financial contracts that give the buyer the right to buy or sell the underlying asset at a stated price within a specified period.

Mutual Funds

A mutual fund is a type of financial product that's made up of a pool of money collected from many investors to invest in securities like stocks or bonds.

CDs

A certificate of deposit (CD) is a savings account that holds a fixed amount of money for a fixed period of time, earning a fixed amount of interest..

Annuities

An annuity is a long-term investment issued by an insurance company. Annuities are designed to help protect you from the risk of outliving your income.

Municipal Bonds

Municipal bonds are debt securities issued by states, cities, counties & other governmental entities to fund day-to-day obligations and capital projects such as building schools or highways.

Insurance

Insurance is a contract (policy) in which an individual or entity receives financial protection or reimbursement against losses from an insurance company.

And More!

Ask us about these and any other financial investment products. We'd be happy to help you navigate the markets and diversify your investment instruments.

MEET Rob Pedersen

A Truly Expert Insurance Broker. A Well-Experienced Financial Services Representative.

Rob is highly experienced in Retirement Planning and insurance, with over 40 years of experience in Financial Services. Rob is also very connected to his community, serving on the local board for Rio Vista Community Services.

Rob Pedersen, Registered Representative & Insurance Broker Portrait

Rob Pedersen

REGISTERED REPRESENTATIVE | INSURANCE BROKER

With over 40 years of experience in Financial Services, Rob Pedersen is well-prepared to guide his clients to meet their financial goals today while preparing for their financial future. Rob is a compassionate, hardworking problem solver who loves helping clients organize their financial worlds for today while preparing them for their future.


Rob is a Registered Representative with Chelsea Financial Services and holds multiple certifications. He specializes in utilizing life, annuity, and investment products to solve his clients’ retirement income and protection needs. Beyond his retirement income focus, Rob is the co-founder and Director of Finance of Rio Vista Insurance and Financial Services. This full-service agency in Rio Vista, CA, offers a broad range of insurance products including Life Insurance, Disability Insurance, Fixed Annuities, Health Insurance, Property & Casualty Insurance, and more.


Rob has been dedicated to the insurance and financial industry since 1984, starting his career with Prudential Financial Services and forming Pedersen Insurance Services. Over the years, he has built a legacy of trust and expertise, offering personalized solutions for both personal and business clients.


Rob has also been active in his community, serving as a board member for Rio Vista Community Services, a local organization focused on poverty alleviation. He contributes a weekly column titled "Your Financial Maze" in the Rio Vista Beacon, sharing his insights on financial planning and insurance.


Rob earned his education from Clayton Valley High School and has continued to build on his knowledge and skills throughout his career. He is a certified agent for Covered California and holds endorsements in Property & Casualty Insurance.

Rob holds a Series 6 Securities license.


Rob Pedersen, Registered Representative of and Securities Offered Through Chelsea Financial Services, 242 Main Street, Staten Island, NY 10307/ Member FINRA/MSRB/SIPC. Advisory services offered through Chelsea Advisory Services, Inc. an SEC-registered Investment Advisor.

Rob Pedersen

Schedule a free consultation via my calendar: https://calendly.com/rob-402

WATCH NOW

Rio Vista Insurance & Financial Services

PRESENTS

"THE STAGES OF LIFE"

Find out how our client-focused "No Minimum Production Requirements" and "No Proprietary Products" policies benefit our Clients.

Combo graphic of the Rio Vista Insurance & Financial Services, an arrow upwards showing financial growth, and the George Washington money image with the definition of monetary composited

EXPERIENCE IS IMPORTANT, BUT...

The Key Is Strategy

STRATEGY is the key to applying knowledge and experience in the correct ways and at the correct times in your journey to make your money work as hard as it can for you: Whatever your goals, we can help you reach them. Do you want to build wealth? Increase your financial security for retirement? Or do you want to adequately plan financially for your children's education?


Targeting every single aspect of your portfolio of investments is the best strategy to help you meet your short- and long-term financial goals.

Rob Pedersen

Registered Representative | Insurance Broker

call to inquire or for a free consultation:

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Assets Managed By Hilltop Securities, Our Clearing Partner

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Chelsea Advisors And Registered Representatives

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Years Of Service

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States & Territories

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ABOUT CHELSEA FINANCIAL SERVICES

Trusted by thousands of clients & Licensed in 51 U.s. States & Territories

Chelsea Financial Services is a national independent Broker/Dealer, established in New York City over 23 years ago, licensed to offer securities and insurance products. We are a member of both FINRA (Financial Industry Regulatory Authority), SIPC (the Securities Investor Protection Company) and MSRB (Municipal Securities Rulemaking Board. Clearing is handled through Hilltop Securities, a diversified investment bank with a long and successful history, dating back to 1946.

news, articles & Events

Latest Happenings

Find out the latest news from the world of finance and the latest happenings regarding Rob Pedersen [riovistains.com] and Chelsea Financial Services, Rob's Broker-Dealer for Securities and Investments.

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Roadmap to Retirement: Creating a Personalized Plan
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Don’t Put All Your Eggs in One Basket: Smart Strategies for a Balanced Investment Portfolio
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Are CDs Right for Your Financial Plan?
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Get the better of the Market: Active vs. Passive Investing


PHONE NUMBER : (707) 317-1552


WE SERVE: CA - Securities; CA, NV, ID, WA, OR, and TX - Insurance