BPM - Robert Anderson

Home: Key People: Robert Anderson

Assurance Services		Tax Services
Richard Avril Richard Bellucci Jenise Gaskin Brad Holsworth Mark Loveless Geralyne Mahoney Roy Maynard Jeffery A. Pearson Mark Shumaker Michael S. Spence Scott Taylor		Carolyn Amster Marc H. Berger Dennis R. Brach John Brogan Rich Gunn Phillip L. Hutson Sandy Murray William A. Schulte Douglas Schultz

Consulting Russell K. Burbank Curtis Burr Andrea G. Cope Phil Leibowitz Steve Mayer Maureen Lucey Mihelich Michael N. Teutschel		Wealth Management Robert Anderson Brian Frazier Henry Pilger Internal Operations Alfie S. Adona Susan Harris

Robert Anderson

Responsibilities
Partner in the Wealth Management group.

Experience
Over twenty-five years specializing in tax and wealth management services to entrepreneurs and high net worth individuals. Utilizes an integration of tax planning and wealth management techniques to help organize and lead companies through the process of establishing goals and strategic implementation plans. Advised individuals and a variety of businesses on valuation matters for sales, estate planning and marital and business dissolutions. Certified Financial Planner (CFP). Personal Financial Specialist as designated by the AICPA. Certified Valuation Analyst (CVA).

Education
MBA/Taxation – Golden Gate University
BA/Business Administration - Azusa Pacific University

Activities
President - East Bay Golf Foundation (First Tee)
Board of Directors - Mt. Diablo National Bank
Board of Directors - California Society of CPAs (CalCPA), East Bay Chapter
Member - American Institute of Certified Public Accountants (AICPA)
Member - Financial Planning Association (FPA)
Member - National Association of Certified Valuation Analysts (NACVA)
Past President - Estate Planning Council, Diablo Valley

Interesting Tidbit
Rob likes to pass time by playing drums and playing golf...neither with great tempo!