Director of Operations and Investment Policy Committee member, Bob brings significant experience and depth to assisting the advisors with portfolio management, investment selection, and asset allocation. He also understands when changes in a client’s life should trigger changes in their portfolio—to support their long-term planning and cash-flow goals.
Bob brings a rich history of managing large amounts of resources, from working more than two decades in Fortune 500 asset-management and accounting departments. During that time, he was directly responsible for managing and/or reporting on millions of dollars of equipment and budgets, and he worked with very complex—and often international—accounting and reporting systems on a daily basis.
In more than 17 years with our firm, he has developed a unique skill in helping new clients quickly consolidate any number of investment accounts. Having affected transfers at more than 30 custodians, he is able to navigate mergers quickly and efficiently, with a goal to help reduce client expenses and eliminate unnecessary reporting.
Bob is based in our Walnut Creek office. Feel welcome to contact him for a complimentary consultation.
ROBERT M. LANCE
- Cal State Chico – BS Accounting, 1977
- Series 7, 65, and 63 Securities Registrations held through LPL Financial