Managing Partner, Financial Advisor
Bob is a Certified Financial Planner™ professional and has been serving his clients since 2003. He has long standing clients who are busy professionals, small business owners, retirees, and families. Bob’s clients choose him because he focuses on helping them achieve their long-term goals by truly listening. He gets to know every aspect of his clients’ lives, staying connected with them through life changes that affect their financial future; helping them to build, protect, enjoy and transfer wealth. Bob has spent most of his career teaching retirement planning classes throughout the Bay Area, and this area remains the focus of his practice.
Bob is a Bay Area native and graduated from UC Berkeley with a degree in Economics.
He recently served on the Investment Committee for the Moraga Education Foundation and is a former board member of the Peninsula Estate Planning Council. Bob now resides in Moraga with his wife Jessica and their three children (sort of …two are in college at the moment). Outside of work and family Bob enjoys golf and travel.