Founder & Primary Advisor
Robert Green, founder of Robert Green & Company, is a 40 year veteran of the financial industry. His character was forged in the agricultural industry where hard work, integrity and loyalty are a way of life. At Robert Green & Company we help our clients navigate the troubling waters of the current economic world. As guides we bring clarity to the often complex areas of estate planning, wealth & asset management and financial planning. We strive to design and implement strategies for clients' financial affairs which create confidence and lasting relationships. Our goal at Robert Green & Company is to become your most trusted advisor through our professional knowledge, integrity, and personal service
CEPA - Certified Exit Planning Advisor
Member - Center for Tax Strategies & Resources
Napa Valley Rotary President 2019-2019
Ian Grove began his career in finance 20 years ago in mortgage banking where he progressed from underwriter through to retail branch operations management where he learned the importance of each aspect of an individuals overall financial portfolio. Since 2015 he has enjoyed focusing on the top down perspective the planning services field provides & brings the experience learned in the mortgage banking world to better assist families and businesses with the complexity of navigating and creating tax efficient planning strategies. Ian is now working under Robert providing back office support to ensure the planning & implementation process needs are met with accuracy & efficiency. Ian is a 3rd generation financial professional & believes that honesty, integrity & hard work are the core fundamentals of a successful practice.
General Presenter of the Facts