Dr Bob Eng (he/him) CFA®, NBC-HWC
I came to wealth management sideways. I began as a social worker and a public school teacher, with a lifetime of unsalaried work for social justice and education alongside. The thread has never changed: helping people live by what they value.
I've pursued it in wealth management for more than 30 years, with earlier roles at First Boston, Merrill Lynch, and Citigroup. My toolkit reflects both halves of my career: CFA charterholder, Columbia MBA, a Harvard doctorate in human development and psychology with research on moral development, Tergar certified meditation teacher, and National Board Certified Health & Wellness Coach.
Becoming a grandfather sharpened everything. I now measure financial decisions against a longer horizon -- think seven generations -- which is why responsible, mindful investing is central to my practice, not a product on a shelf. My commitment to climate, biodiversity, and justice runs through my professional life as much as my personal one.
If money has started asking you harder questions, let's talk.
