Bob keane CFP

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Financial Advisor

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About

Bob has worked in the financial services industry for over 15 years in a wide variety of roles. Prior to joining Peninsula Wealth in 2018, Bob was a Vice President at Wells Fargo where he was responsible for the Firm’s high net worth investment platform with specific focus on proprietary strategies and investment management infrastructure. Prior to Wells Fargo, Bob was the Chief Operations Officer for E*TRADE Capital Management, LLC and was responsible for the development of E*TRADE’s advisory services platform. Bob is a Certified Financial Planner™ professional and is a member of the Financial Planning Association and the American Institute of CPAs.

Bob lives on the Peninsula with his wife Andrea and enjoys gardening, reading and bluegrass music. Originally from New York, Bob has embraced the California lifestyle and spends as much time as possible skiing, hiking, fly-fishing and backpacking in the Sierras.

What excites you about financial markets?

I believe it goes back to my early career in public accounting. Many of my audit clients were small banks, pension funds and insurance companies where I felt the investments area of the balance sheet was most interesting. As my career moved to Wall Street, I enjoyed learning about various financial instruments and how they perform in varying market cycles and how to construct efficient, cost-effective, risk-managed portfolios to help clients meet their financial objectives. While I’d hard-pressed to call financial markets “exciting”, they are always interesting and provide one with challenges and opportunities every day.

Why did you start a career in financial planning?

Several years ago I decided to pursue my Certified Financial Planner™ designation after reflecting on the things I enjoyed the most over a varied career path. Educating, coaching, deep listening and analytical problem-solving were always the things that gave me the most satisfaction. I have found that a good financial planner incorporates all these qualities everyday to help his/her clients meet their financial goals.

Office Address: 350 Townsend Street, Suite 411, San Francisco CA 94107 | P: 415-678-5360 | Email: team@peninsulawealth.com

 

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