Tax & Financial Advisory
High Net Worth Individuals
As an undergraduate Bob attended the University of California at Berkeley, receiving a BS in biophysics. He then enrolled in Golden Gate University’s masters’ program where he received his MBA in accounting. Bob began his career at Arthur Andersen where, working in the Tax Department for 10 years, he rose to the level of senior manager.
He was then employed in San Francisco as director of taxes and then director of financial services for Catholic Healthcare West. In January 1996, we welcomed him onboard at Calegari & Morris where he’s proven to be a very strong technical resource as well as an excellent client service executive.
Currently, Bob works with closely held businesses and their owners as well as with high net-worth individuals. His business clientele consists of manufacturers, medical groups, law firms, and construction contractors. Bob makes the most of his creativity, his extensive experience, and his project management skills by anticipating critical issues for his clients and thereby optimizing their tax benefits.