Rob Emens, Mst, Cfp®
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Rob Emens, Mst, Cfp® Email & Phone Number

Principal at GW & Wade | The Colony Group
Location: Los Altos, California, United States 1 work role 3 schools
1 work email found @gwwade.com 10 phones found area 650, 781, and 617 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 10 phones

Work email r****@gwwade.com
Direct phone (650) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
GW & Wade | The Colony Group
Role
Principal
Location
Los Altos, California, United States
Company size
68 employees

Who is Rob Emens, Mst, Cfp®? Overview

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Quick answer

Rob Emens, Mst, Cfp® is listed as Principal at GW & Wade | The Colony Group, a company with 68 employees, based in Los Altos, California, United States. AeroLeads shows a work email signal at gwwade.com, phone signal with area code 650, 781, 617, and a matched LinkedIn profile for Rob Emens, Mst, Cfp®.

Rob Emens, Mst, Cfp® holds Ms In Taxation from Northeastern University.

Company email context

Email format at GW & Wade | The Colony Group

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*@gwwade.com
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AeroLeads found 1 current-domain work email signal for Rob Emens, Mst, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Rob Emens, Mst, Cfp®

I take a holistic approach to wealth management, to help clients connect all aspects of their financial lives. I provide independent, objective investment management and a comprehensive range of financial advice to entrepreneurs, executives, and other professionals. I counsel my clients regarding investment strategy; income, gift, and estate taxes; managing and diversifying stock options, restricted stock, founder's shares, and other concentrated public and private equity holdings; planning for retirement and other significant life events; charitable giving; risk management; and estate plan structure.I hold the following credentials and licenses:MSTCFP®Series 7Series 66Specialties: Independent Wealth ManagementPrivate Wealth ManagementWealth Management PhilosophyInvestmentsAsset ManagementFinancial Planning Life ManagementTax Planning and Preparation*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark and the CERTIFIED FINANCIAL PLANNER™ certification mark in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Listed skills include Investment Management, Strategic Financial Planning, Personal Financial Planning, Retirement Planning, and 8 others.

Current workplace

Rob Emens, Mst, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

GW & Wade | The Colony Group
Gw & Wade | The Colony Group
Principal
wellesley, massachusetts, united states
Website
gwwade.com
Employees
68
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Company profile
View company profile Email format
1 role

Rob Emens, Mst, Cfp® work experience

A career timeline built from the work history available for this profile.

Team & coworkers

Colleagues at GW & Wade | The Colony Group

Other employees you can reach at gwwade.com. View company contacts for 68 employees →

TM Tracy Mattuchio Tracy Mattuchio Colleague at Gw & Wade | The Colony Group Ayer, Massachusetts, United States, United States View → DP David Paniagua David Paniagua Colleague at Gw & Wade | The Colony Group Mexico City, Mexico, Mexico View → SS Sean Smyth Sean Smyth Colleague at Gw & Wade | The Colony Group Greater Boston, United States View → MK Michael Kelly, Cfa Michael Kelly, Cfa Colleague at Gw & Wade | The Colony Group Greater Boston, United States View → RM Ron Minassian Ron Minassian Colleague at Gw & Wade | The Colony Group Wellesley Hills, Massachusetts, United States, United States View → SK Steve Keirn, Jd, Cfp® Steve Keirn, Jd, Cfp® Colleague at Gw & Wade | The Colony Group Palo Alto, California, United States, United States View → KA Kelli Adams, Cfp®, Ea Kelli Adams, Cfp®, Ea Colleague at Gw & Wade | The Colony Group Tewksbury, Massachusetts, United States, United States View → SE Stephen E. Marsters, Jr. Stephen E. Marsters, Jr. Colleague at Gw & Wade | The Colony Group Boston, Massachusetts, United States, United States View → DB David Brodsky, Jd, Mba, Cpa, Cdfa David Brodsky, Jd, Mba, Cpa, Cdfa Colleague at Gw & Wade | The Colony Group Swampscott, Massachusetts, United States, United States View → JR Josrph Rigali Josrph Rigali Colleague at Gw & Wade | The Colony Group Greater Boston, United States View →
3 education records

Rob Emens, Mst, Cfp® education

Education record

Masters In Taxation
FAQ

Frequently asked questions about Rob Emens, Mst, Cfp®

Quick answers generated from the profile data available on this page.

What company does Rob Emens, Mst, Cfp® work for?

Rob Emens, Mst, Cfp® works for GW & Wade | The Colony Group.

What is Rob Emens, Mst, Cfp®'s role at GW & Wade | The Colony Group?

Rob Emens, Mst, Cfp® is listed as Principal at GW & Wade | The Colony Group.

What is Rob Emens, Mst, Cfp®'s email address?

AeroLeads has found 1 work email signal at @gwwade.com for Rob Emens, Mst, Cfp® at GW & Wade | The Colony Group.

What is Rob Emens, Mst, Cfp®'s phone number?

AeroLeads has found 10 phone signal(s) with area code 650, 781, 617 for Rob Emens, Mst, Cfp® at GW & Wade | The Colony Group.

Where is Rob Emens, Mst, Cfp® based?

Rob Emens, Mst, Cfp® is based in Los Altos, California, United States while working with GW & Wade | The Colony Group.

What companies has Rob Emens, Mst, Cfp® worked for?

Rob Emens, Mst, Cfp® has worked for Gw & Wade | The Colony Group.

Who are Rob Emens, Mst, Cfp®'s colleagues at GW & Wade | The Colony Group?

Rob Emens, Mst, Cfp®'s colleagues at GW & Wade | The Colony Group include Tracy Mattuchio, David Paniagua, Sean Smyth, Michael Kelly, Cfa, and Ron Minassian.

How can I contact Rob Emens, Mst, Cfp®?

You can use AeroLeads to view verified contact signals for Rob Emens, Mst, Cfp® at GW & Wade | The Colony Group, including work email, phone, and LinkedIn data when available.

What schools did Rob Emens, Mst, Cfp® attend?

Rob Emens, Mst, Cfp® holds Ms In Taxation from Northeastern University.

What skills is Rob Emens, Mst, Cfp® known for?

Rob Emens, Mst, Cfp® is listed with skills including Investment Management, Strategic Financial Planning, Personal Financial Planning, Retirement Planning, Asset Managment, Estate Planning, Inheritance Tax Planning, and Tax Preparation.

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