About Rob Duncan

Rob Duncan is the President of Steward Advisors Grouo, a Certified Financial Planner™ professional, a Certified Investment Management Analyst (CIMA), and a Tax Planning Certified Professional (TPCP) with a heart for serving investors and families. He also holds a Master of Divinity (MDiv) and is currently pursuing a PhD in missions, because he’s still trying to figure out what he wants to be when he grows up. Rob brings together a deep foundation in finance and a genuine commitment to his faith, helping clients pursue their financial goals with clarity, confidence, and alignment with their values. With more than 25 years in the financial services industry, Rob’s perspective has been shaped not only by experience in the markets but by living and serving overseas as a cross-cultural worker. He offers comprehensive, financial planning and investment management, including retirement and estate planning, charitable giving, and tax-efficient investment strategies. Deeply involved in his local church and global Christian community, Rob also volunteers as a coach to faith-driven Business as Mission (BAM) entrepreneurs. He believes investing can be about more than returns; it can be a tool for meaningful impact, generosity, and gospel-centered influence around the world. Outside of work, Rob loves spending time with his family and friends and takes every opportunity he can to travel and explore new places.