Robert A. Lyman
JOHNSON LYMAN WEALTH ADVISORS | President & Wealth Advisor
Los Altos, CA 94022
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CRD#: 4697601
Professional summary
Robert A Lyman, CFP® is a registered financial advisor currently at JOHNSON LYMAN WEALTH ADVISORS located in Los Altos, California.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Robert has worked at 1 firm and has passed the Series 65 exam.
Biography
Rob is President and principal architect of the firm’s highly personalized and comprehensive Wealth Management service. Rob serves as the lead advisor for all the firm’s clients, which include corporate tech executives, business owners, entrepreneurs, successful professionals, and individuals and families (including a specialty in solo agers).
Rob delights in making a difference in his clients’ lives. His passion is to partner with clients, empowering them to clarify goals, discern next steps, and get into action. Rob enjoys collaboratively working with clients, bringing a fresh perspective that allows them to generate inspiration and create new possibilities for themselves. He has expertise in helping clients create healthy personal and money relationships within their family.
Rob is a graduate of Princeton University and holds a master’s degree in engineering from the University of California, Berkeley. After college, Rob spent 18 years in local tech companies, including startups and mature companies before transitioning to advising. Professionally, he is a member of the Silicon Valley chapter of the Financial Planning Association (FPA), where he was a long-serving member of the programs committee and the National Association of Personal Financial Advisors (NAPFA), where he has been designated as a NAPFA-Registered Financial Advisor. Currently, he is serving on the investment committee of the Los Altos Mountain View Community Foundation.
Rob has trained other fee-only financial planners at several NAPFA regional conferences and one of his financial-planning case studies was used for the capstone course in financial planning at the University of Georgia. As a member of the National Association of Investor’s Corp. (NAIC), Rob developed investor education-curriculum and taught investment classes for the San Francisco chapter. Rob has also served as a mentor for the Silicon Valley Planned Giving Council’s Incubator Program, helping local non-profits develop their planned giving strategies.
Rob enjoys skiing, tennis, and backpacking with his wife, Catherine of 35 years. He is a member and past director of the Palo Alto Rotary Club and is a past President of the Woodside High School Foundation. Rob & Catherine have two adult children and have also served as foster parents, successfully supporting two foster teens in graduating from high school and moving on to college.
Question & Answer
What are your service offerings?
Tax Planning
Estate Planning
Business Succession Planning
Social Security Planning
Retirement Income Management
Comprehensive Financial Planni...
Retirement Planning
Employee and Employer Plan Ben...
Investment Planning
Health Care
Insurance Planning
Do you have an area of expertise or specialization?
Budget & Debt Management
Comprehensive Financial Planni...
Attending College
401(k)/403(b)/IRAs
Buying a Home
Banking
Charitable & Planned Giving
Annuities
Asset Allocation
Career Change
Business Taxes
Estate Planning
Disaster Recovery
Corporate Finance
Investment Management
Employee Benefits
Getting Divorced
Irregular Income
Getting Married
Identity Theft
Mutual Funds
Real Estate
Job Loss
Minority Financing
Insurance
Life Planning
Retirement
Stocks & Bonds
Startup
Succession Planning
Starting a Family
Long-term Care
Medical & Health Issues
Sudden Wealth
Men's Finances
Special Needs
Personal Taxes
Women's Finances
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Robert A Lyman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2005
Experience
Current
December 17, 2009 - Present
JOHNSON LYMAN WEALTH ADVISORS
Office #1: 4966 El Camino Real Suite 109, Los Altos, CA 94022RIA
CRD#: 150150
Los Altos, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JOHNSON LYMAN WEALTH ADVISORS
JOHNSON LYMAN WEALTH ADVISORS | JOHNSON LYMAN, INC.
CRD#: 150150 / SEC#: 801-70139
RIA
Registered Investment Advisory firm - (5/15/2009 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(12/17/2009)
Current Firm
JOHNSON LYMAN WEALTH ADVISORS
JOHNSON LYMAN WEALTH ADVISORS | JOHNSON LYMAN, INC.
CRD#: 150150 / SEC#: 801-70139
RIA
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Contact information
Main Address
4966 El Camino Real Suite 109, Los Altos, CA 94022
Mailing Address
Phone number
(650) 494-2733
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 55 |
| AUM (Assets Under Management) | $ 168,143,732 |
Red Flags
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Company Information
JOHNSON LYMAN WEALTH ADVISORS
President & Wealth AdvisorCRD#: 150150Los Altos, CA 94022TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
