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Robert Gentry

Partner Advisor

Designations: CFA®

  415-421-4932

  Lafayette, CA

With nearly 40 years of financial sector expertise, Chartered Financial Analyst (CFA®) Robert Gentry is a partner-advisor in Allworth’s Lafayette, California, office. A Bay Area native, before becoming a partner at Stewart and Patten Company, he was a founding-principal and CFO of a software consulting firm. Prior to that, he held positions at Franklin Templeton Funds and an investment firm that specialized in Latin American finance. Rob has a B.S. from the University of California at Davis and holds a master’s from St. Mary’s College.

With nearly 40 years of financial sector expertise, Chartered Financial Analyst (CFA®) Robert Gentry is a partner-advisor in Allworth’s Lafayette, California, office. A Bay Area native, before becoming a partner at Stewart and Patten Company, he was a founding-principal and CFO of a software consulting firm. Prior to that, he held positions at Franklin Templeton Funds and an investment firm that specialized in Latin American finance. Rob has a B.S. from the University of California at Davis and holds a master’s from St. Mary’s College.

Having worked for a family-oriented firm like Stewart and Patten for 27 years, you come to think of the people you work with as much more than clients. We’ve had the pleasure of fostering relationships and working with families across generations. Maintaining continuity in service and investment philosophy, and having the chance to assist the children and grandchildren of long-time clients makes what we do so rewarding.

- Robert Gentry, Allworth Partner Advisor

More About Robert:

About Allworth

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30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better. Because you—and your money—deserve better.

We place the needs of our clients first every single time, because when financial guidance is uncompromised by self-interest or distractions — and our success is dependent on your success — you get more than just advice. You get a financial ally for life.

97% of Clients Stay With Us2

23,000+ Clients

Best in Class Advisors

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Best in Class Ethics

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30 Years in Business

$19 billion AUM4

Top 100 RIA Firm

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