Robert Gaan has been Chief Investor Relations Officer of The Weil since October 2025, is a control person of the firm and directly owns between 10% and 25% of it. Robert Gaan holds a Bachelor of Arts in Economics from the University of California, Los Angeles and a Certificate in Personal Financial Planning from the University of California, Berkeley Extension.
The Weil Company is a San Diego, CA firm with $896M under management, 519 clients and 7 advisers in one office, as of its February 2026 filing.
Robert Gaan is Chief Investor Relations Officer and a Lead Advisor and Real Estate Specialist at Christopher Weil & Company (WEIL). He advises families on retirement and estate planning, college funding, philanthropic planning, taxation, small business planning and insurance. His background includes financial planning, investment analysis, real estate syndication and private venture fundraising.
- Christopher Weil & Co IncCurrent– present · 20 yearsSan Diego, CA · Adviser representative · Firm CRD 22090
Professional designations
Listed by The Weil
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Robert Gaan is registered as an investment adviser representative in California, since December 2005.
- CaliforniaSince 16 December 2005
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 17 January 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 January 1991 |
| Series 7 | General Securities Representative Examination | 19 August 1989 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Maurice Gaan
- CRD
- 1952921
- Firm
- The Weil · CRD 22090
- Role
- Chief Investor Relations Officer
- Office
- 11236 EL CAMINO REAL, SUITE 200, San Diego, CA 92130
- Registration
- Investment adviser registration
- In the industry since
- December 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cweil.com
Where does Robert Gaan work?
Robert Gaan has been Chief Investor Relations Officer of The Weil Company since October 2025, and is a control person of the firm.
Is Robert Gaan a financial advisor?
Yes. Robert Gaan has a current investment-adviser registration in California, through The Weil since December 2005.
How many years of experience does Robert Gaan have?
Robert Gaan has 20 years in the financial industry, since December 2005, across 1 adviser firm.
What exams has Robert Gaan passed?
Robert Gaan has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in August 1989. FINRA credited Robert Gaan with the SIE, which began in October 2018.
Where is Robert Gaan based?
Robert Gaan’s registered office is in San Diego, CA.
Is Robert Gaan registered with FINRA?
No. Robert Gaan has no current broker registration.
Is Robert Gaan a CFP?
The Weil lists Robert Gaan with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Robert Gaan’s record?
Search CRD 1952921 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Gaan’s full registration record.
