Robert Arne

CFP®, EA

Carpe Diem Financial Life Planning

President

Robert Arne

CFP®, EA

Carpe Diem Financial Life Planning

President

As a retainer fee-only financial planner, my focus is to offer unbiased financial advice--realty and business as well as stocks and insurance--to help you achieve your dreams. - Robert Arne, CFP®, EA

831-539-9475

Fee-Only financial planner located in Ben Lomond, CA, serving clients locally and across the country

Meet Robert Arne

Robert Arne is a life planner, teacher, and historian who cherishes listening to others’ dreams then fulfilling them with spiritual, intellectual, and economic freedom.  He relished eight years of experience with Dunham Associates CPAs as a Renaissance man amidst numerologists; there he prepared complicated tax returns and projections for high net-worth individuals and championed their causes, when the need arose, before the IRS and FTB. You’ll love his broad education and sense of humor which can charm even IRS Agent Smith; you’ll trust him when you realize that he is steeped in honesty and fairness.

Robert studied political economy and history at the University of California, Berkeley; University of Chicago; and Oxford University. He learned financial markets from Nobel Laureate professors and augmented this education with a CFP® and a Master’s in Advanced Financial Planning from Golden Gate University, where he is now teaching finance as a professor. Robert understands business with everything from his knowledge of business plans and tax returns to his real-world experiences founding a tutoring center, a school, a nursing home, and doing multiple real estate ventures.

Robert is an empathetic financial coach who relates to tax, financial, and family challenges because overcoming these paved his own way to financial independence.  He grew up in Oakland’s hills, loving its Redwood Park as the son of a judge and mother who raised and educated him well in legal logic and dramatic stories. He devotes his spare time to rebuilding his mountain chalet, studying Buddhism, tending pet koi, hiking, cycling, motorbiking, and singing sweet songs of liberty in a novel about religion in Revolutionary China.

Robert Arne is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Robert Arne is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Robert Arne

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 870 Woodland Drive
    Ben Lomond, CA 95005

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser