Robert C. Duncan
- CFP
- Managing Principal
Robert has acquired a deep knowledge of investments since entering the financial services industry in 1983 and establishing Duncan-Newman & Associates in 2016. He and Brad Newman have been working together since 1997. Robert holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc. In addition, Robert is a qualified financial advisor who, not only provides traditional advice and guidance, but also helps clients pursue their investment objectives by recommending individual, or any combination of, Wells Fargo Advisors Financial Network or approved third-party investment managers' strategies, funds or portfolios. Many clients have worked with Robert for more than a quarter century. He focuses on developing investment strategies and retirement planning strategies that seek to address each client's individual needs.
Robert earned a dual Bachelor's degree in Economics and History from Loyola Marymount University in Los Angeles, California. He is deeply involved in his community through his roles as Director of the Santa Barbara Navy League, past president of the Santa Barbara Maritime Museum, and Santa Cruz Island Advisory Council member, along with his participation in other nonprofit organizations. Robert and his wife, Carolyn, live in Santa Barbara, California, with their daughter, Emily.
Robert was ranked as a Forbes Best-In-State Wealth Advisor for 2021, 2022, and 2023.
CA Insurance License Number: 0606994. Resident State CA.
2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). Fee paid for use of marketing materials.
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Robert earned a dual Bachelor's degree in Economics and History from Loyola Marymount University in Los Angeles, California. He is deeply involved in his community through his roles as Director of the Santa Barbara Navy League, past president of the Santa Barbara Maritime Museum, and Santa Cruz Island Advisory Council member, along with his participation in other nonprofit organizations. Robert and his wife, Carolyn, live in Santa Barbara, California, with their daughter, Emily.
Robert was ranked as a Forbes Best-In-State Wealth Advisor for 2021, 2022, and 2023.
CA Insurance License Number: 0606994. Resident State CA.
2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). Fee paid for use of marketing materials.
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.