Through financial coaching, I explore the intersection of mindfulness, money, and life to empower you to pursue financial freedom. This starts with understanding that money’s highest purpose is as a tool for your fulfillment. Like all important lessons, I had to learn that for myself.
My journey started at UC Santa Barbara, after which I embarked on a career as an investment advisor. Over 15 years, I managed over $1 billion in assets for clients from diverse backgrounds and walks of life. Working with them, I realized my real passion wasn’t picking the right stocks but helping those clients achieve something more valuable: a healthy relationship with money and a new purpose-driven understanding of wealth.
he has pushed me in ways that have really helped me become the best version of myself. He is committed to working around my needs and my life to help ensure the process is something that will actually be sustainable for the rest of my life.”
-Ruben L.
“Rob is an amazing life coach,
The Uthentic Wealth logo represents the duality and harmony of two different symbols. The first symbol is the om symbol, which symbolizes the ultimate reality and interconnectedness of all things. And the second symbol, bamboo symbolizes wealth and abundance. I believe that the wealthy life is best achieved and experienced when these two ideas co-exist. So our goal at Uthentic Wealth is to unify the two concepts in practice to create the lives our clients envision for themselves.
I've had struggles in my own life and there've been moments where I felt like I wasn't good enough or I felt that I couldn't achieve things. I came to realize that we have this power within ourselves to create the life we want financially, physically, spiritually, emotionally. I believe it's so important to empower other people to have those same feelings. And that's our mission at Uthentic Wealth.
“Working with Rob through the years
has brought me financial gain...
but more importantly, peace of mind. I know I can always count on him for any help I need. Rob is honest, trustworthy, and loyal. He explains complicated financial matters simply and coherently. And he really cares. You couldn't find a better financial coach than Rob Souza.”
-Robin C.
Let’s Reimagine
Wealth and Create the Future You Deserve
Robert Souza
Schedule your discovery call