Robert joined the firm in January 2020 when Cerity Partners acquired Sullivan & Serwitz, an investment advisory firm he co-founded with Marshall Serwitz in 1989.
He received his Bachelor of Science degree in Business Management from San Jose State University. Robert earned his Certified Financial Planner (CFP®) designation in 1984 and is a member of the Financial Planning Association.
Robert has been a featured speaker on television and radio programs, sharing his broad experience and perspective on financial planning and investment topics. He has also been retained by Silicon Valley law firms to serve as an expert witness on investment and financial planning matters.