Managing Partner, Financial Advisor
Bob is a Certified Financial Planner™ professional and has been serving his clients for over fifteen years. He has long standing clients who are tech executives, small business owners, retirees, and families. Bob’s clients chose 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 is a Bay Area native and graduated from UC Berkley with a degree in Economics. He currently resides in Moraga with his wife and three children. He previously served on the Investment Committee for the Moraga Education Foundation, and was formerly a board member of the Peninsula Estate Planning Council.