Robert C. Arne, MA, MS, EA, CFP ®

Tax Strategist, Financial Life Planner, and Mortgage Loan Originator

Robert is a life planner, teacher, and historian who cherishes listening to other’s dreams then fulfilling them with spiritual, intellectual, and economic freedom.  He relished eight years of experience with Dunham Associates CPAs; there he prepared complicated tax returns and projections for high net-worth individuals and championed their causes when need arose before the IRS and FTB. After starting Carpe Diem in 2020, Robert obtained real estate and mortgage loan originator licenses. As a home owner, he fully grasped how buying a house preserves securities portfolios and generates not only net worth, but net joy. With his broad education and sense of humor that can charm even IRS Agent Smith, Robert develops lasting client relationships built on trust, honesty, and fairness.

Robert studied at Oxford University and received a BA in history and political economy at UC Berkeley, and a master’s in social science at University of Chicago. He learned financial markets from Nobel Laureate professors, and augmented this education with a CFP® and a master’s in Advanced Financial Planning from Golden Gate University, where he is now teaching finance as a professor. Robert understands business with everything from his knowledge of business plans and tax returns to his real-world experiences founding a tutoring center, a school, a nursing home, and doing multiple real estate ventures.

Robert is an empathetic financial coach who relates to tax, financial, and family challenges because overcoming these paved his own way to financial independence.  He grew up in Oakland’s hills, loving its Redwood Park as the son of a judge and mother who raised and educated him well in legal logic and dramatic stories. In the past, he devoted his spare time to rebuilding his mountain chalet, tending pet koi, hiking, cycling, motorbiking and world travel.  But a fall on a hiking trail left him paraplegic and now he is just as happy with Orthodox religion, sharing time with a loving Filipina wife and singing sweet songs of liberty in a novel about religion in Revolutionary China.

For wisdom with compassion,

Robert C. Arne, MA, EA, MLO,  CFP®, MS in Advanced Financial Planning