Shareholder, Tax and Wealth Management group
Office: Walnut Creek
Email: randerson@bpmcpa.com
Over 25 years of specializing in tax and wealth management services to entrepreneurs and high net worth individuals. Integrates tax planning and wealth management to lead companies through implementation strategy. Advises 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).
Professional Affiliations
President – East Bay Golf Foundation (First Tee)
Member – Financial Planning Association (FPA)
Member – National Association of Certified Valuation Analysts (NACVA)
Member – Wells Fargo Bank Mt. Diablo Region Advisory Board
Past-President – California Society of CPAs (CalCPA), East Bay Chapter
Past President – Estate Planning Council, Diablo Valley
Education
MBA/Taxation – Golden Gate University
BA/Business Administration – Azusa Pacific University
Interesting Tidbit
Rob likes to pass time by playing drums and playing golf (neither with great tempo).
