Robert Kemp

Rob began his career in financial services over three decades ago. Over those years, with the help of his great staff, they have enjoyed helping over 160 families pursue what matters most in their lives.  His goal has always been to create long-term relationships with clients to help them navigate through life events so they can use their time on what matter’s most. Serving over 160 families has provided Rob with an opportunity to continue to improve and fine tune his financial planning practice to ensure clients start and finish strong. Rob has always been an independent financial advisor which has allowed him to provide truly objective advice adapted to each family’s needs.

Rob’s priority throughout his career has always been Family. He and his wife, Diane, share over 36 years of marriage. They have 4 adult children, a son and daughter in-law, and three granddaughters with another grandchild on the way.

When Rob has spare time, he enjoys being a grandpa, watching his son play baseball, bicycling, watersports, skiing, playing guitars and walking his dog almost daily. Rob is a sports enthusiast having coached various sports teams for 17 consecutive years. Golf has also been a significant part of Rob’s life having played competitive golf many moons ago in high school and college. He is currently a member of Hacienda Golf Club in La Habra Heights.

Rob is an alumnus of California State University at Fullerton (Class of 1987) and active supporter of the University. Rob has written two books with the most recent being Ten Truths: How to Create Financial Independence (2017). The driving force behind his writing is his commitment to providing information and education on the latest academic research about investing, how financial markets work and how to organize a financial plan to help people pursue what matters most.

Rob has served on over 15 Boards over his career. Rob is currently serving as the Board President of his Homeowners Association.