About us

Bob has more than 30 years of experience as a Financial Advisor. After receiving a Bachelor of Arts degree from Iona College University in New Rochelle, New York, he began his career at RBC Wealth Management in 1992 back when it operated under the name Sutro & Co. Along with his team, Bob specializes in wealth planning solutions and client specific strategies that are designed to emphasize the achievement of lifetime goals. He is responsible for overseeing all investment strategy, asset allocation, risk management and tax considerate investments. Bob has served on RBC’s Financial Advisors Advisory Committee and was appointed as a member of RBC’s Presidents Council from 2006-2008 and RBC’s Chairman’s Council from 2009 to the present.

Bob and his wife Sunshine reside in Lafayette, California. In his spare time he enjoys physical fitness, sports, travel and spending time with Sunshine and their three children, Ashlee, Robert, and Anthony.