As Founder and President of Private Portfolios, Inc., Bob brings more than 50 years of financial services experience to the firm. A graduate of the University of California, Berkeley (Class of 66), Bob is a Registered Principal with the Financial Industry Regulatory Authority (FINRA). He is an Executive Member of the Peninsula Estate Planning Council, as well as a Member of the Financial Services Institute and the Financial Planning Association.
Bob serves in the Community as a Member of the San Mateo Police Activities League (PAL) Fund Development Committee. He is also on the Advisory Board of Peninsula Family Service and is the Chair of the Legacy Donor Program of the San Mateo Rotary Club. In addition, Bob is Co-Chair of the Investment Committee of the San Mateo Rotary Foundation and has been a Rotarian since 1978.
Bob and his wife Linnell are 46 year residents of Foster City. As proud parents of 3 sons, they enjoy family gatherings at home and at Lake Tahoe. Their 8 grandchildren add great joy to their family time. They enjoy world travel, boating, and jaunts to Carmel and the Napa/Sonoma wine country.
Dan has spent his entire career as a Financial Advisor. After graduating from UCLA in 1996, Dan started his career with Wells Fargo Securities in Beverly Hills and later Sanwa Bank in Beverly Hills. Dan joined his father at Private Portfolios Inc. in 2000 and they have been in partnership ever since.
Dan has served on the Securities America National Advisory Council and is a member of the Financial Services Institute. Dan extends his philanthropy through scholarship programs as a member of the Palo Alto Elks. Dan believes in a “work hard, play hard” philosophy. He enjoys working out, skiing, hiking, and playing just about every other sport with his two boys. Dan lives in Los Altos with his wife Megan and his sons, Tyler and Brandon.
Mark Flowers, CFP®, CDFA™
Mark has been in the financial services industry since graduating from Vanguard University of Southern California in 2001. He earned his Certified Financial Planner™ designation in 2013 and is an avid believer in holistic financial planning. Mark is also a Certified Divorce Financial Analyst®, having completed additional coursework to become proficient in the practice of Divorce Financial Planning. He is an Associate Member of the San Mateo County Bar Association and is a Registered Representative of Securities America, Inc.
Mark was born and raised in Northern California and is a proud Serra High School alumnus. He currently resides in San Mateo with his wife Susie and their 2 daughters. Mark enjoys water sports on the Marina Lagoon, surfing, spearfishing and volunteering at Central Peninsula Church and San Francisco City Impact.
Gwen joined Private Portfolios Inc. in 1995. As the firm’s Office Manager, she has been defining the term “reliable” ever since. Gwen performs a variety of administrative and operational duties for the firm and always does so with a friendly smile.
Gwen has lived in the Bay Area all of her life, and has lived in Burlingame for 21 years. She enjoys trips to Tahoe, and family gatherings. Her typical Thanksgiving and Christmas is spent with 30 or more family members. She is also a huge San Francisco sports fan and never misses a Niners or Giants game.