Palo Alto - 540 Cowper St

Rob Emens

CFP®

Senior Wealth Advisor

540 Cowper St, Suite 100
Palo Alto, CA 94301

Rob Emens

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Rob Emens

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Rob

For nearly 30 years, Rob has focused on providing investment management, financial counseling, and tax planning to clients.

Education and Professional Milestones

-Bryant College - BS in finance

-Northeastern University Graduate School of Professional Accounting - MS in taxation

-Has worked at a Boston-area firm providing tax, estate, and financial services to high-net-worth individuals