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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.

Thought Leadership By Robert:

What Is Direct Indexing?

Unlike traditional index funds or exchange-traded funds (ETFs), direct indexing allows investors to replicate...
By Robert Dalie | The Summa Group | Stifel

7 Smart Strategies for Unlocking the Potential of Unused 529 Funds

In this article, we’ll discuss why you might have unused 529 funds and present several strategies to spend...
By Robert Dalie | The Summa Group | Stifel

A New Era of Higher Education: The Need for Change

The increasing cost of tuition, a change in demand among prospective students, and a lack of work readiness...
By Robert Dalie | The Summa Group | Stifel

How Private Company Employees Can Potentially Create Liquidity

Liquidate private stock and repay with an IPO.
By Robert Dalie | The Summa Group | Stifel

Navigating the Conflicted and Emotional Stages of Divorce through Thoughtful Planning

How skilled advisors collaborate to bring stability during uncertain times.
By Robert Dalie | The Summa Group | Stifel

Demystifying Opportunity Zones

Exploring private investments that stimulate economic growth and improve low-income areas.
By Robert Dalie | The Summa Group | Stifel

Modern Family Office

Innovative technology promotes the integration of outside financial advisers, improves communication, and...
By Robert Dalie | The Summa Group | Stifel

The Past, Present, and Future of Planning

Demystifying wealth management as planning becomes ultra-personalized and financial technology disrupts old...
By Robert Dalie | The Summa Group | Stifel

Artificial Intelligence’s Potential Impact on the Investment Management Industry

Robert Dalie explores the pros and cons of AI’s growing role in the finances that run our lives
By Robert Dalie | The Summa Group | Stifel

Personal Health Is Your Most Valuable Asset

The benefits of private concierge medicine
By Robert Dalie | The Summa Group | Stifel

Demystifying the Virtual Family Office

Identifying the keys to maximizing the effectiveness of a Virtual Family Office
By Robert Dalie | The Summa Group | Stifel