Rob has over 21 years of public accounting experience and specializes in providing tax, financial, and estate planning to high net worth individuals, including entrepreneurs, executives, venture capitalists and founders of some of the largest Silicon Valley companies. Rob has extensive experience in stock option planning, charitable gift planning, family limited partnerships, and various trust structures to help his clients minimize taxes and maximize wealth transfer. He primarily works in the Firm’s Palo Alto Office.
- B.S. California Polytechnic University, San Luis Obispo
- Member of the American Institute of Certified Public Accountants (AICPA)
- Member of the California Society of Certified Public Accountants (CalCPA)