Robert J. Emens, MST, CFP®

Principal

Based in Palo Alto, CA, Rob Emens began his career with GW & Wade in 1997 specializing in investment management, financial counseling and tax planning.

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

  • CERTIFIED FINANCIAL PLANNER™
  • General Securities Representative (Series 7)
  • Securities Agent & Investment Adviser Representative (Series 66)
  • MS in Taxation from Northeastern University Graduate School of Professional Accounting
  • BS in Finance from Bryant College 
  • 6 Year Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine - 2013 - 2019