

Bob has 33 years’ experience advising high net worth individuals and pension plan trustees.
He is knowledgeable in the areas of tax, estate planning, retirement planning, qualified plans, risk management, and investments of all kinds. He counsels individuals and families by providing clear and balanced choices so they can make the best decision for their particular needs.
Bob founded Pacific Advisory Group, Inc., a wealth management firm, in 1987 and remained its president and senior advisor until merging with Vista Wealth Management in 2012. With his considerable knowledge and experience, he is known for being an excellent listener, and is always kind and caring when working with clients.
Bob is dedicated to his community and particularly to improving education. He is a founder and continues as a board member of Summit Preparatory Charter High School, a diverse public school. After just eight years, Summit is a Top 10 California public school and is in the top 1% of schools nationally according to US News & World Report.
Bob played Division IA tennis for San Jose State University and holds an MBA from its Graduate School of Business. He is a CERTIFIED FINANCIAL PLANNER™ professional.
BACK TO TEAM