Bob is a Partner in the Orange County office. He has 25 years of experience in counseling senior executives and high net worth families in the areas of comprehensive financial planning, tax, sophisticated estate planning and investment advisory services. Bob’s clients have included current and former CEO and senior executives at many publicly traded companies. Bob is the Market Leader for Southern California region and the former Practice Leader for the firm’s Executive Financial Counseling practice.
Prior to joining Cerity Partners, Bob was the President and Principal of MullinTBG Advisors, a Registered Investment Adviser that provided financial planning and wealth management services to individuals, and investment consulting and advisory services to executive benefit plan sponsors and corporate investment committees. Before creating MullinTBG Advisors, Bob was a partner of The Ayco Company, L.P., a Goldman Sachs company where, in addition to client responsibilities, he had many liaisons and significant marketing responsibilities for Ayco’s west coast office.
He earned a Bachelor of Business Administration in Accounting at Siena College and a Juris Doctor from Albany Law School of Union University. He is a member of the New York State Bar Association. His licenses include Annuity, Life, and Health in most states and California CTEC Tax Certification.
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