Dr. Bob Eng, CFA®

Dr. Bob Eng, CFA®

Financial Advisor and Social Issues Advocate


Dr. Bob Eng

Bob is a financial advisor who delights in leading individuals and families to live meaningful and fulfilling lives. Think of him as part economist, part psychologist. Indeed, he has a doctorate from Harvard in moral psychology. Surprisingly that training has become integral to and valuable in his work as an advisor in the 2020’s. (Oh, he does have traditional financial industry “creds.”)


“I’m committed to climate action, gender equity, racial justice, and, in a mundane and joyful way, life as a doting grandparent. “