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Our Team

Take a look at our Our Team page. Northgate Advisors is a full service tax, accounting and business consulting firm located in Walnut Creek, CA.

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Meet Our Staff:


ROBERT Y. ANDERSON

Certified Public Accountant, Certified Financial Planner, Certified Valuation Analyst
925-322-8812
Rob@northgateadvisors.biz
As a Certified Public Accountant (CPA), Rob has over thirty years of professional experience advising small and middle market businesses and high net worth individuals in areas such as tax planning, wealth management, accounting issues, succession planning, real estate investments, and strategic planning.

Rob is a Certified Financial Planner ™, who has served as a Financial Advisor to families for over twenty years. He is the founder of Northgate Advisors, a financial planning and investment advisory firm.

Rob has owned and operated his own accounting firm and has been a partner at a large regional accounting firm prior to starting Anderson & Company. He brings this understanding of the unique challenges that small business owners face. He is a Certified Valuation Analyst (CVA), and has provided business valuation, business consulting, and business succession planning to small business owners.

Rob earned his Bachelor of Arts in Business Administration from Azusa Pacific University. He earned his Masters of Business Administration Degree in Taxation from Golden Gate University.

In his spare time Rob enjoys playing drums, seeing live music, and golfing with his wife.

June Sheets

925-322-8815
june@northgateadvisors.biz

Nancy Simons

925-322-8816
nancy@northgateadvisors.biz

Strategies

Personal Financial Planning

You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

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Retirement Planning

Life insurance, as you know, provides valuable death benefit protection. What you need to understand is that life insurance provides an added value when used as a supplemental retirement tool.

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Estate Planning

For many, the phrase “Estate Planning” sounds as though it is something only the ultra-wealthy need to do. In truth, every family, no matter their net-worth, could benefit from an estate plan.

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Succession Planning

Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.

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