Rob brings 10 years of professional experience working with individuals in the areas of tax, accounting, estate planning and financial planning. At Baker Street, Rob is primarily responsible for providing tax and financial planning services to our high net-worth family clients.
Prior to joining Baker Street Advisors, LLC, Rob spent 10 years at Berger/Lewis Accountancy Corporation of San Jose in the Estate & Trust Group of the tax department. As a tax manager, Rob focused mainly on individual, trust, gift and estate tax compliance issues. In addition to these duties, Rob was the lead in the areas of problem resolution with taxing authorities and corporate dissolution and merger filings.
Rob is a Certified Public Accountant and is a member of the California Society of Certified Public Accountants. Rob holds a B.S. in Business Administration with a concentration in Accounting from San Jose State University.