Robert “Bob” Fenton
Robert “Bob” Fenton’s career for has been centered on one goal for over 30 years: helping people make educated financial decisions and feel confident about their future.
Bob earned his Bachelor of Science in Accounting from California State University Northridge (CSUN) and later completed a Master’s degree in Business Taxation from the University of Southern California. Early in his career, he obtained his Certified Public Accountant (CPA) designation and later earned the Certified Financial Planner™ (CFP®) designation, laying a strong foundation in both technical knowledge and long-term financial strategy.
Early in his career, Bob worked for a Big 8 accounting firm, where he developed a disciplined approach to finances, and eventually moved into the corporate world, holding senior leadership roles at publicly traded companies. He served as Tax Manager, and later Vice President and Treasurer, for a NYSE listed computer manufacturing company, followed by over a decade as Vice President of Tax for a large international conglomerate.
When the company he worked for was acquired and later liquidated, Bob chose to take a different path: one that allowed him to focus on helping individuals and families navigate their financial decisions with confidence. In 1998, Bob became securities and insurance licensed, and by 2004 he fully transitioned from accounting and tax into wealth management. That same year, he joined Centaurus Financial, Inc. where his thoughtful, client-first approach stood out.
Bob brings almost 30 years of experience as a financial advisor and decades of financial leadership to every client relationship. His background allows him to look at your finances as a whole, understanding how each decision affects your long-term well-being, your family, and your confidence.
CA Insurance License #0C52587