Meet Robert C. Kulle Jr.:

Robert grew up in Endicott, New York and was drafted out of college by the Cleveland Indians.  Following his professional baseball career Robert went to graduate school where he became certified to teach mathematics grades 7-12. In 1998, Robert decided to leave his teaching position in Syracuse, New York and move to Dallas, TX where he pursued an opportunity in financial services.   After meeting his wife Stephanie they moved to California in 2004 where he founded Heritage Capital Strategies, Inc. (HCS).

HCS specializes in life insurance solutions for business owners, affluent families, executives, and family offices.  Robert has taken his experience as a former professional baseball player, and high-school math teacher, to differentiate HCS in the life insurance marketplace.  He built HCS to utilize his mathematical and educational background to help clients and their professional advisors identify the best life insurance products and funding options for their planning objectives.

Robert, Stephanie, and their two children reside in Newbury Park, CA.  They support their community through various school, sports, and philanthropic endeavors.  As a former professional athlete Robert loves youth sports and volunteers to coach softball, baseball, and basketball.  The family are active members of Sherwood Country Club in Westlake Village.