Robert provides integrated financial planning for families, individuals, and business owners who value coordinated guidance over fragmented advice. By combining investment strategy, long-term planning, and tax guidance, his core expertise ensures every piece of a client's financial life works seamlessly together to protect their wealth and achieve their goals.
Robert’s dedication to his work is deeply personal. After surviving a rare cancer in 2013, he realized true financial security is about having the freedom to focus on your family when life throws a curveball. As an Accredited Investment Fiduciary (AIF®) and Certified in Long-Term Care (CLTC) professional, this life-changing perspective drives him to craft robust plans that actually work when it matters most. He is also a sought-after Bay Area speaker and an active member of the Peninsula Estate Planning Council.
Now cancer-free, Robert pays it forward by supporting the Stanford Cancer Institute, Blood Cancer United, and the National Marrow Donor Program®. When he isn't guiding clients, he embraces the everyday moments he fought so hard for, enjoying life in San Mateo with his wife, Jessica, and their son, Miles.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
