Robert Duncan

Robert Duncan

Mr. Robert Duncan succeeds at solving client issues with solutions for individuals, professionals, executives, doctors, dentists, veterinarians, commercial portfolio owners, farmers and ranchers, shareholders and developers.  His passion for counseling clients draws from extensive experience managing accounting, administrative, business development, legal, real estate, risk management, sales, treasury, and tax functions.  In additional to being a CPA and lawyer, he is a Certified Global Management Accountant and licensed real estate broker.

His professional experience includes his role as SVP Finance/CFO/COO/Board member/corporate secretary of Avasoft Inc., Numera, Adforce, Inc., and First Omni Financial Incorporated, Senior Manager, Senior Consultant, Senior and Staff at Deloitte Touche, Towers Watson, Radford Associates, Ernst & Young and KPMG Peat Marwick.

Certified Public Accountant in California (Bar Number 176435)

Member of the California Bar and American Bar Association (License Number 60174)

California Real Estate Broker (License ID 01891922)

Areas of Practice:

  • Business and Corporate Law
  • Estate Planning/Asset Protection
  • Taxation
  • Compensation and Benefits
  • Contracts
  • Mergers & Acquisition


  • JD, Pepperdine University (1989)
  • MBA/MIM, American Graduate School of Int’l Mgmt (1985)
  • BS/BA, Brigham Young University (1984)
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