Bob Keane, CFP®

Vice President, Advisor

San Francisco, California

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Bob Keane is passionate about the coaching and educational aspects of financial planning, finding immense satisfaction in working closely with clients to understand their unique needs and presenting tailored options, each with clear pros and cons.
Bob joined EP Wealth after seven impactful years at Peninsula Wealth, where he utilized his extensive experience from prior roles at large financial and enterprise software companies. His career began in public accounting, auditing small banks and pension funds, before advancing to Wall Street where he specialized in constructing efficient, risk-managed portfolios.
Bob graduated with a B.S. in Accounting from Le Moyne College and holds a Certified Financial Planner™ (CFP®) designation.
Originally from New York, he now lives on the Peninsula in Northern California with his wife, Andrea. Bob is an avid outdoors enthusiast, enjoying skiing, biking, hiking and fly-fishing in the Sierras and Cascades. At home, he loves gardening, reading and bluegrass music.