- President and Founder, Planning & Financial Advisors
Robert Lew, president and founder of Planning & Financial Advisors, has spent the last thirty five years as a financial consultant, specializing in the fields of business, estate, charitable, insurance and pension planning. His register firm counsels corporate executives, business owners and families throughout California on wealth transfer strategies using a customized approach that balances clients' goals, family relationships and sensitivities.
Bob has made numerous charitable planned giving presentations to professional organizations and conferences throughout the nation. He has served on the boards of the San Francisco Estate Planning Council, the Northern California Planned Giving Council, the National Committee on Planned Giving and the California State Bar Tax Specialization Committee. Bob has also received the Phil Hoffmire Service Award from the Northern California Planned Giving Council in recognition of his lifetime contribution to the charitable planned giving community and the Don Poole Award from the Sacramento Regional Foundation for his work with donors and charities.
Bob is a graduate of the University of California at Davis, a whitewater kayaker, an avid fly fisherman and woodworker.