Robert Y. Anderson, CPA, Inc.
RANGE OF EXPERIENCE:
Over forty years of professional experience as a client service partner. Advising small and middle market businesses and high net worth individuals in the areas such as tax planning, wealth management, accounting issues, succession planning, real estate investments, and strategic planning.
EDUCATION:
BA in Business Administration – Azusa Pacific University (1978)
MBA in Taxation – Golden Gate University (1985)
MEMBERSHIPS AND POSITIONS:
American Institute Certified Public Accountants (AICPA)
California Society of Certified Public Accountants (CSCPA)
National Association of Certified Valuation Analysts (NACVA)
Former Board Member Wells Fargo Bank Community Advisory Board
Former Board Member of Mt. Diablo National Bank
Past President, and Treasurer The First Tee of Contra Costa
Past President, East Bay Chapter of the CSCPA
Past President of the Estate Planning Council of Diablo Valley
Past Member of the CSCPA State Committee on Personal Financial Planning
Past Chairman of the California CPA Foundation Annual Conference on Personal Financial Planning