Bob Enright, CFP®
Senior Advisor, Principal
If you asked Bob to describe himself in three words, he’d say… Passionate. Caring. Calming.
About
I’m grateful I knew exactly what I wanted to do out of college. I had big plans for my future, and I decided to pursue this career path so I could count on my own financial knowledge and, in turn, be of service to many others for decades to come.
One of the greatest rewards of this long career has been the opportunity to build meaningful, lasting relationships with clients. Over the years, I’ve had the privilege of helping them understand their financial plans and strengthening our rapport through trust and collaboration.
I’m not afraid to hit the pause button in challenging or complex situations to ensure I fully understand a client’s needs or concerns. I also take pride in raising important questions that clients may not have considered, a process that begins with careful listening and asking thoughtful questions.
The value that guides me in financial planning is integrity — a principle I bring to my work, my relationships, and my family. I’m fortunate to have a wonderful wife, Erin, and three amazing children: Kate, 6, John, 8, and Robbie, 11.
Education
- University of San Francisco, B.S. Business Administration, 1981
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Awards
- Christ the King Award, 2013, St. Ignatius College Preparatory, San Francisco, CA
- Banner of Love Award 2008, The Janet Pomeroy Center
- Certificate of Honor 2005, Board of Supervisors for the City & County of San Francisco
- Jim Brovelli Achievement Award 2015, University of San Francisco