Robert J. Emens, MST, CFP®

Senior Wealth Advisor

Palo Alto, CA
Robert J. Emens, MST, CFP®

Investment Strategies
Financial Counseling
Tax Planning


FIVE STAR Wealth Manager Award Recipient in San Francisco Magazine (2019, 2021) and Recipient in Boston Magazine (2013 – 2024)

For nearly 30 years, Rob has focused on providing investment management, financial counseling, and tax planning to clients.  

Prior to joining the firm, Rob worked at a Boston-area firm providing tax, estate and financial services to high-net-worth individuals. 

  • Investment Adviser Representative (Series 66)
  • MS in Taxation from Northeastern University Graduate School of Professional Accounting
  • BS in Finance from Bryant College

Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Awards presented every February 2011-2024 based on prior year’s data. Lists featured in Boston Magazine, Washington Post Magazine, and/or San Francisco Magazine. No fee or compensation was paid to Five Star Professional for inclusion in its list.