CONNECT

Address:

520 Newport Center Drive, Suite 1500
Newport Beach, CA 92660

Phone:

(949) 252-4765

Voorhees Wealth Management Group

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Bob Voorhees, CFP®
Senior Vice President/Investments

Bob has been helping clients pursue their financial goals since 2002 and joined Stifel in 2016.  He began his investment industry career with Edward Jones, followed by A.G. Edwards & Sons, Inc. – later Wells Fargo Advisors – and joined RBC Wealth Management in 2012.  Prior to becoming a financial advisor, he owned businesses and held executive officer positions with several companies.  He also has extensive international business experience. 

Bob graduated from Montclair State University in New Jersey with a Bachelor of Science degree in Business Administration.  In 2006, he completed the comprehensive curriculum to earn his CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification.

As part of his significant continuing education efforts and to stay current on relevant information, he attends numerous seminars, workshops, conferences, and ongoing continuing education sessions to keep up to date with the constantly changing issues that impact his clients.

He serves on the Board of Directors of Cantara Design.  He previously served as the Chairman of the Corona del Mar Chamber of Commerce and was a member of the Board of Directors prior to becoming Chairman. 

Bob is an avid ice hockey player, a casual golfer, and enjoys cooking, traveling, visiting wine country, and tasting and sharing fine wines.  He grew up in New Jersey and now lives in Huntington Beach with his wife.  Their son, Jason, lives in the area with his wife, Nicole.  He is an active member of St. James Episcopal Church on Lido Island in Newport Beach.

 

Rachel Hughes
Registered Client Service Associate

Rachel joined Stifel in 2016 from RBC Wealth Management.  She recently returned to her hometown of Huntington Beach, where she was born and raised, from Boulder, Colorado, to be closer to her family and friends. 

Rachel graduated from the University of California, Santa Cruz with a Bachelor of Arts in Modern Literature and holds Series 7 and 66 securities licenses.  She has extensive knowledge in assisting closely held business owners and individuals and is focused on delivering exceptional client experience to each and every client of the Voorhees Wealth Management Group. 

In her free time, Rachel enjoys relaxing with her family, spending time at the beach, running, and reading.