Robert Munger

Robert Glenn Munger is a Senior Wealth Advisor and Director at Mercer Advisors, a national registered investment adviser. He spent more than 20 years as one of the principals of Goldstein Munger + Associates, a San Ramon, California–based wealth-management firm. The firm traces its roots to R. M. Goldstein Accountancy Corporation (founded 1979) and its successor GoldsteinEnright Financial Advisers; it was rebranded "Goldstein Munger" after Munger became a partner in 1998. In September 2022, Mercer Advisors acquired Goldstein Munger + Associates, which managed approximately $1 billion in assets, expanding Mercer's California footprint.

Munger has over 30 years of experience in investment management, financial planning, and taxation. He is a CPA (retired) and a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. His client work emphasizes comprehensive financial planning and strategies tailored to clients' objectives, with a particular specialty in intergenerational wealth transfer.

He earned a Bachelor of Science in Finance from California Polytechnic State University, San Luis Obispo (Cal Poly). He holds investment adviser representative registration with CRD# 4369842 and carries a clean regulatory record per public SEC/FINRA data. Bob and his wife Tamara live in Danville, California; outside of work he enjoys golf, travel, and skiing, and spends time with his grown children and grandchildren.

• Provides holistic wealth management rather than startup/venture investing — financial planning, investment management, cash-flow and retirement planning, and estate/trust planning.
• Specializes in intergenerational wealth transfer and family-office–style advisory for high-net-worth and ultra-high-net-worth households.
• Builds long-term, diversified investment portfolios aligned to each client's goals and risk objectives (fiduciary, fee-based; compensation via percentage of AUM, hourly, and subscription fees).
• Serves individuals and families, not companies seeking funding.