ROBERT S. SELTZER CPA®/PFP*

VICE PRESIDENT

WEALTH ADVISOR

Rob brings over 26 years of financial consulting experience to Womack Wealth Management as Vice President and Wealth Advisor. His background includes extensive experience in tax accounting and business management for professional entertainers and others in the entertainment industry along with non-entertainment entrepreneurs and high net worth families.

Experience:

  • Vice President, Wealth Manager, Womack Wealth Management, Inc. (March 2014 - Current)

  • Business Manager, Financial Planner, Tax Accountant - Private Practice, (1993 - Current)*

  • Tax Accountant specializing in business management for entertainers, Mescheres Campeas, Thompson & Snyder - CPA® Firm, (1989 - 1992)

Education:

  • University of California Santa Barbara, Bachelor of Arts, Business Economics

  • University of California Los Angeles Extension, Personal Financial Planning (PFP), Financial Planning Professional Designation

 

Licensure and Certification:

  • Certified Public Accountant (CPA®) in the State of California*

  • Personal Financial Planner (PFP), accredited by the American Institute of Certified Public Accounants (AICPA®)

 

*Investment Advisor Representative Robert Seltzer, an associate of Womack Wealth Management, also owns and operates a separate California C-Corporation, "Seltzer Business Management, Inc", which provides business management, tax and accounting services. Tax, accounting, and other services provided by Robert S. Seltzer are engaged independently of the separate and distinct services of Womack Wealth Management, and are provided for separate and typical compensation. Womack Wealth Management does not provide tax preparation services.