Robert is a Partner in our Los Altos office and has more than thirty years of wealth management experience. He focuses on providing affluent individuals and families with the diverse investment and financial planning solutions needed to facilitate the accumulation, growth, preservation, and transition of assets among generations. His goal is to educate clients so they can make informed decisions and act in their own best interests.
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.
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