Bob’s clients tend to be successful, hardworking, thoughtful and open to new ideas. He complements their initiative and receptiveness with a passion for teaching and guidance that helps them make the best financial choices to achieve their best lives. A dedicated life-long learner, he’s always looking for unique ways to help people understand the choices available to them in their financial lives. Bob’s experience with strategic financial solutions began over 30 years ago. He joined EP Wealth Advisors in 2022 after more than seven years as a Managing Partner at Warren Financial, now part of the EP Wealth family. Bob’s previous responsibilities included serving as CFO of Technology Venture