Bob Greenberg helps successful people simplify their lives while striving to build and preserve wealth.

He has 17 years' experience providing retirement, family wealth planning and investment management consulting for high net worth individuals and families. Bob is a contributing author of two books, Financial Planning for Physicians and Healthcare, and Financial Planning for Business Owners.

Bob has been recognized for his expertise and has been quoted in national industry publications such as Financial Planning Magazine, Registered Representative, Bloomberg Markets and Ticker. He has also taught classes on retirement planning to accountants at a major national firm.

Bob is very active with the Orange County non-profit community.  He served as Chairman of the Board of the American Heart Association in Orange County, and is a current honorary board member. In addition, he founded the Nonprofit President’s Forum, focused on improving non-profit organizations throughout Orange County. He currently serves as Chair of a Social Enterprises Institute forum and as an Ambassador for the Orange County Community Foundation.

A graduate of California State University, Long Beach, he was a founder of that school’s Delta Chi fraternity chapter.  Bob is a Principal of Greenberg|Graham Advisors LLC, an SEC registered investment advisory firm.