As Founder and President of Private Portfolios, Inc., Bob brings more than 50 years of financial services experience to the firm. A graduate of the University of California, Berkeley (Class of 66), Bob is a Registered Principal with the Financial Industry Regulatory Authority (FINRA). He is an Executive Member of the Peninsula Estate Planning Council, as well as a Member of the Financial Services Institute and the Financial Planning Association.
Bob serves in the Community as a Member of the San Mateo Police Activities League (PAL) Fund Development Committee. He is also on the Advisory Board of Peninsula Family Service and is the Chair of the Legacy Donor Program of the San Mateo Rotary Club. In addition, Bob is Co-Chair of the Investment Committee of the San Mateo Rotary Foundation and has been a Rotarian since 1978.
Bob and his wife Linnell are 46 year residents of Foster City. As proud parents of 3 sons, they enjoy family gatherings at home and at Lake Tahoe. Their 8 grandchildren add great joy to their family time. They enjoy world travel, boating, and jaunts to Carmel and the Napa/Sonoma wine country.
CA Insurance license #0671624