Robert’s Approach
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
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning 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.
High-Net-Worth Divorce
Navigate the financial complexities of divorce with coordinated guidance across investments, tax planning, estate considerations, and wealth management.
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.
Technology Professionals
Guidance for tech professionals navigating stock options, RSUs, equity compensation, and related tax considerations as part of a broader financial plan.
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.
Accounting & Consulting Services
Integrated accounting, tax, payroll, and advisory services that help business owners navigate complexity, evaluate opportunities, and plan for the future.
Education
- California State University
Bachelor of Science in Political Science
Affiliations
- Hacienda Golf Club – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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