Bob is dedicated to helping clients clarify what is important to them, designing a path to realize their goals, and executing a plan for achieving financial freedom and leading a fulfilling life.
Passionate about helping clients meet the challenges they face in the modern world, Bob takes great joy in helping them create a decision-making framework for life, identify short- and long-term priorities and organize their affairs so they may pursue their dreams.
WGCA evolved from The Wolf Group – a leading CPA firm focusing on international tax matters – where Bob served as a partner before starting WGCA. There, he advised clients on a wide array of tax and planning issues. Bob started his career with Touché Ross and Co. (now Deloitte).
Bob regularly speaks at international organizations and financial institutions about topics including financial planning, tax planning, retirement planning and investment strategies. He holds a master’s degree in taxation from Georgetown University, a bachelor’s degree in commerce from the McIntire School of Commerce at the University of Virginia, and writes the popular weekly blog Are We There Yet?
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