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Robert L. Hammett, CPA/PFS, CFP, MBA
Firm Classification
Estate, Gift and Trust Tax
Financial Planning and Consulting Services
Education
University of Chicago, Graduate School of Business, M.B.A. in Finance and Policy Studies
Claremont McKenna College, B.A. in Mathematics, Economics and Accounting
College of Financial Planning, CFP Professional Education Program
Experience
Bob began his accounting career in 1984 at the Los Angeles office of the international accounting firm of Deloitte & Touche. In 1995, Bob joined Home Savings of America and was a Vice President and Financial Planning Officer holding various finance positions in Treasury, Secondary Marketing, Electronic Banking and Marketing divisions. In 1999, Bob joined the personal Financial Planning group of the international accounting firm of KPMG LLP and served the estate and personal financial planning needs of high net worth individuals. He was a registered Investment Advisor Representative under the auspices of KPMG Investment Advisors, a SEC registered investment advisor.
Bob has concentrated his career in the areas of income, estate, gift and trust tax consulting and financial planning. He works with clients to create an overall income, estate and gift tax strategy to minimize transfer taxes and meet their personal financial planning goals and objectives.
Civic Affiliations & Personal Information
American Institute of Certified Public Accountants
California Society of Certified Public Accountants
The Financial Planning Association
Eagle Scout, Boy Scouts of America
Bob and his wife, Hilary, have two daughters, Stephanie and Caroline
Outside Interests: Skiing, Golf, Fishing and Traveling
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