About Elevate Wealth

Robert Duncan, CFP®

A steward for the long term.

Rob Duncan is the founder and principal of Elevate Wealth LLC and serves as its investment adviser representative. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds a Bachelor of Science in Psychology & Neuroscience from the University of California, San Diego.

Rob’s interest in neuroscience began with his late grandfather. After his grandfather was diagnosed with a neurodegenerative disease, Rob was drawn to medicine and to researching therapies for these diseases. Working in the lab, he saw a second hardship: families were often worn down by more than the illness itself. Many simply didn’t have the resources or the plan to cope.

Rob was introduced to the world of finance when his family unexpectedly lost a loved one who had significant assets but no estate plan. It was a time of crisis, but it turned out to be a blessing, because it taught him firsthand how important a sound wealth plan is. Committed to helping other families avoid that experience, he joined his father, David, at Duncan Funding Partners, where he continues to help successful business owners and their families put the want in their will.

Rob founded Elevate Wealth so he could walk with clients through the moments that matter most. He pairs a disciplined, repeatable process with close personal attention, and he coordinates investments, planning and estate matters within a single fiduciary relationship. As a CFP® professional, he has committed to act in his clients’ best interests. Rob enjoys working alongside his clients’ tax attorneys, CPAs and family members to drive positive outcomes. He works from San Diego with clients who value independence, discretion, and a plan that is revisited as life changes.

Outside the office, Rob enjoys spending time with his lovely wife, Zoe. Their favorite adventure this year was a two-week trip to Italy. He also loves rock climbing, beach volleyball, strength training and skiing.