Robert J. Kemp

Robert J. Kemp

Managing Partner / Financial Advisor / Member Owner

Overview

Robert “Rob” Kemp is a managing partner and financial advisor in our Fullerton, California, office, where he works closely with individuals and families to help them align their financial resources with their life goals.

With nearly four decades in the financial services industry, Rob has guided families through important financial decisions, helping them pursue financial independence and focus on what matters most. His long-standing commitment to client relationships has shaped his perspective on the financial and personal challenges families face throughout their lives.

Rob founded Kemp Financial Management and served as its president until the firm joined Savant in 2024. Throughout his career, he has focused on helping clients become thoughtful stewards of their resources while building plans that support their long-term objectives.

His experiences working with families also inspired his second book, 10 Truths: How to Create Financial Independence, which shares lessons and observations gathered throughout his career. Rob believes financial planning extends beyond numbers and investments, with a strong emphasis on values, priorities, and making the most of the time available to spend with loved ones. He also coauthored a book called Kemp and Cooke on Asset Class Investing.

Rob earned a bachelor’s degree in political science from California State University, Fullerton.

Family remains a central part of Rob’s life. He and his wife, Diane, now enjoy spending time with their adult children and ever-growing family, including six granddaughters with three more grandchildren expected. He values the lessons he has learned from clients over the years, particularly the importance of prioritizing family relationships.

When he is not working with clients, Rob enjoys spending time with his family, watching his son play baseball, bicycling, participating in watersports, skiing, playing guitar, walking his dog, and following sports. An avid golfer, he is a member of Hacienda Golf Club in La Habra Heights, California.

Areas of Focus

Robert’s Approach

A personal approach and thoughtful guidance delivered with care, clarity, and insight shaped by your vision and goals.

Comprehensive Wealth Management

Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.

Comprehensive Wealth Management

Financial Planning

Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.

Financial Planning

Investment Management

Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.

Investment Management

Estate Planning & Wealth Transfer

Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.

Estate Planning & Wealth Transfer

Trust Services

Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.

Trust Services

Equity Compensation

Guidance for navigating equity compensation, including stock options, restricted stock, and other awards, as part of your broader financial and tax planning strategy.

Equity Compensation

High-Net-Worth Divorce

Navigate the financial complexities of divorce with coordinated guidance across investments, tax planning, estate considerations, and wealth management.

High-Net-Worth Divorce

Tax Advisory & Preparation

Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.

Tax Advisory & Preparation

Technology Professionals

Guidance for tech professionals navigating stock options, RSUs, equity compensation, and related tax considerations as part of a broader financial plan.

Technology Professionals

Family Office Services

Designed for high-net-worth and ultra-high-net-worth families, our Family Office services coordinate investment, tax, estate, and accounting guidance in one place.

Family Office Services

Accounting & Consulting Services

Integrated accounting, tax, payroll, and advisory services that help business owners navigate complexity, evaluate opportunities, and plan for the future.

Accounting & Consulting Services

Education

  • California State University
    Bachelor of Science in Political Science

Affiliations

  • Hacienda Golf Club – member

Office Locations

Serving clients from our Fullerton office.

Fullerton

2286 N. State College Boulevard Fullerton, CA 92831

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