Robert Dalie '16 C-Suite Advisor Since 2016
Managing Director, Investments | The Summa Group | Stifel
Biography:
Robert specializes in comprehensive investment and wealth management planning. With a strong focus on wealth preservation and a deep understanding of analytical planning, Robert has an ability to simplify complex financial matters and provide tailored guidance to high-net-worth individuals and families.
With a passion for client advocacy, Robert establishes a profound understanding of his clients’ needs, uncovering their issues and concerns that keep them up at night. By adopting a holistic approach and collaborating with clients’ trusted advisors, including CPAs, estate and business planning attorneys, trustees, and banking professionals, he develops strategic wealth management strategies that align with their overall goals.
Robert’s expertise lies in guiding entrepreneurs, senior executives, fiduciaries, and founders who have recently experienced or are preparing for life-changing financial events. His specialized work with sudden wealth resulting from inheritance, divorce, stock sales, estate planning, and closely held business sales has earned him a reputation as a trusted advisor within the industry. As a central figure within the group since its inception in 2003, Robert has played a key role in its success, providing invaluable insights and expertise to clients.
Robert was recognized on the Forbes’ Best-in-State Wealth Advisors lists for 2025, and The Summa Group was named to Forbes’ Best-in-State Wealth Management Teams for 2025. Robert also earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.
Robert is an active member of the Los Angeles Financial Planning Association (FPA) and remains committed to staying at the forefront of industry trends and best practices. Robert earned a Bachelor of Arts in business administration and a Bachelor of Science in sports medicine from Pepperdine University. During his time at Pepperdine, he excelled both academically and athletically, participating in water polo. His commitment to excellence extends beyond his professional life, as evidenced by his achievement of Eagle Scout rank and his ongoing involvement in philanthropic endeavors.
Robert resides in La Canada with his wife, whom he met during his time at Pepperdine, and their four children. Outside the office, he enjoys traveling, cooking, sports, scouting, and actively giving back to the community.
