UBS Financial Services
46yrs
Top advisor by experience in Walnut Creek
43yrs
Robert Enright is a fiduciary financial advisor in Walnut Creek, California, with 43 years in the industry. Robert joined Burton Enright Welch in 2011, after 13 years at Osaic Wealth. Robert holds the CFP® designation.
One of 1115 advisors with offices in Walnut Creek, and one of 1005 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top advisor by experience at Burton Enright Welch
Office1333 North California Blvd. Suite 140, Walnut Creek, CA 94596
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.27 million
Advisors at the firm12
States licensed ?2 states
Services through Burton Enright Welch
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2011 – nowBurton Enright WelchCurrent firm
- 1999 – 2012Osaic Wealth, Inc.Previously
Contact Robert
(925) 932-8010Burton Enright Welch main office 1333 North California Blvd. Suite 140Walnut Creek, CA 94596Office · Get directions LinkedIn pageBurton Enright Welch
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Burton Enright Welch at (925) 932-8010 and ask for Robert Enright. Robert works from the Walnut Creek, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1983, about 43 years. Top advisor by experience at Burton Enright Welch.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Burton Enright Welch reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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