Robert Duncan, CFP®, CIMA®

Realize your life’s purpose with a financial plan that sets you free.

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Global Impact Wealth Management, LLC Robert Duncan, CFP®, CIMA®
Riverside, CA

Serving Clients Nationwide

Realize your life’s purpose with a financial plan that sets you free.

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Rob Duncan. Originally from Massachusetts, I have lived literally all over the world. Currently, my home is in Southern California.

I have been in the financial services business for over 20 years, planning and managing assets for individuals, families, and institutions. I love working with clients to craft a plan that allows them to realize their goals and objectives.

My family loves to travel, and with family and friends all over the country and globe, I wanted to start a firm that could serve people coast to coast, and allow me to be geographically flexible, yet able to service my clients at a high level.

I love being outdoors, experiencing new cities and cultures, and learning as much as I can about finances, faith, and the world around me.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Investment Management Analyst (CIMA)

Affiliations

  • The AGC
  • XY Planning Network

Primary Location

Riverside, CA

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Based
  • Hourly Rate
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule an initial consultation. We will spend some time discussing your life goals and objectives. Additionally, we will look at your current financial position as a baseline for moving forward. This will include an analysis of cash flow, net worth, liabilities, investments, insurance, and legacy planning. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Are you eager to live out your life's purpose but find it challenging to align your finances with your aspirations? Look no further; we're here to provide the guidance you need.

Throughout my career, I've observed a significant gap between financial advice and the genuine essence of our lives. It's all too common to hear individuals say, "We consulted our financial advisor, and they reviewed our investments."

Rarely, if ever, do I hear that the advisor truly grasped the deep motivations that drive their clients. Each person carries dreams and a profound sense of how they should lead their lives – their life's purpose. Unfortunately, for many, those dreams remain unfulfilled. I believe this is because advisors often fall short in the critical task of truly understanding their clients' innermost desires and then crafting innovative financial plans to bring those dreams to fruition.

Let's embark on the journey of planning your next adventure together.

Our financial services do the heavy-lifting for you.

✔️ Financial Planning

Individuals and families who have a written financial plan feel more confident regarding their future prospects. They have less anxiety and a higher probability of attaining their goals.

✔️ Investment Management

Managing assets well is both an art and a science. GIWM uses time-tested strategies and a modern portfolio construction process to position assets to help meet client objectives.

✔️ Values Driven Investing

Impact the world not only through how you live, but through how you invest. Where we choose to invest our resources matters. History is filled with examples of investors who have affected positive change by how they allocated capital.

Education

The Southern Baptist Theological Seminary, Doctor of Philosophy - PhD candidate, Applied Theology | Southeastern Baptist Theological Seminary, Master of Divinity - MDiv | St. Lawrence University BA

Hobbies and Interests

  • Family
  • Hiking
  • Sports
  • Traveling

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X

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