Sr. Wealth Advisor, Director
Bob was one of the principles at Goldstein Munger + Associates for over 20 years before it was acquired by Mercer Advisors in 2022. With over 30 years of experience in investment, financial planning and taxation, he is well equipped to help clients craft the financial plans and strategies that are best suited for their objectives, including intergenerational wealth transfer strategies. He is a proud alumnus of California Polytechnic State University at San Luis Obispo, having earned a Bachelor of Science in Finance. He is a CPA and CERTIFIED FINANCIAL PLANER™ (CFP®) professional. In his free time, Bob and his wife Tamara, who reside in Danville, love to spend time with their grown children and their grandchildren. Bob also has a passion for golf, traveling and skiing.