Robert (Bob) Munger has over 30 years of investment, financial planning and tax experience. He is a CPA, Personal Financial Specialist and Certified Financial Planner™ (CFP) professional. Prior to joining Goldstein Munger + Associates, Bob was a senior tax and audit manager at a large CPA firm in San Francisco and Redwood City. He also managed the firm’s AIMR compliance audit practice. AIMR sets guidelines and standards for calculating investment returns by investment managers.
Bob holds a Bachelor of Science (BS) degree in Finance from California Polytechnic State University at San Luis Obispo. He is a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Previously, he has served for six years as President of Tassajara Hills Foundation, which benefits his local school.
Richard (Rich) Goldstein has been a Certified Public Accountant (CPA) for over 40 years and is a Certified Investment Management Analyst (CIMA™). He founded R. M. Goldstein Accountancy Corporation in 1979 from which GoldsteinEnright Financial Advisers, Inc. was created and is now known as Goldstein Munger + Associates.
Rich holds a Bachelor of Arts (BA) degree in Accounting from San Francisco State University and Master of Science (MS) degrees in Taxation and Personal Financial Planning from Golden Gate University. He earned his CIMA™ accreditation through the University of Pennsylvania’s Wharton School of Finance. Rich is also a member of the Investment and Wealth Institute, the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants.