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Welcome and thank you for visiting our website! In addition to providing you with a brief backround of Bob's history and the services we provide, this website has been designed to become a helpful resource tool to you, our valued clients and visitors.


As you browse through the website, you will see that we have included useful resources such as informative articles ("Newsletter" section), interactive financial calculators ("Financial Tools" section), and tax organizers that can be downloaded in PDF format ("Info Center" section - Adobe Reader required). Additionally, I have included many links to external websites that may be of interest to you.


Please feel free to contact us with any questions or comments you may have - We'd love to hear from you. It is our commitment to be proactive and responsive to our clients' inquiries and suggestions. 


We have moved to downtown Willow Glen!

Our new address is 1226 Lincoln Avenue, Suite 200, San Jose, CA 95125