Partner, CFO
Robert McConchie
Robert is currently the Chief Financial Officer and Co-Founder of AWM Capital, leveraging over 22 years of expertise in tax and personal financial services.
About Robert
Partner and Co-Founder at AWM Capital, and have over 22 years of experience as a tax and personal financial specialist. Currently serving as the Chief Financial Officer at AWM Capital.
2018 recipient of the AICPA ‘Standing Ovation’ award, which recognizes young CPA’s under the age of 40 for their contributions to the field of financial planning. Specialize in multi-state taxation, tax consulting, and tax compliance issues, and is responsible for providing expert tax advice on high-level technical issues, IRS engagements, and all areas of management of the firm.
Licensed as a Certified Public Accountant (CPA®) in the state of Arizona and California and holds the Personal Financial Specialist (PFS®) credential. Member of the AICPA and Arizona Society of Certified Public Accountants.
Sports bio
Four-year letter winner in baseball at Westmont College.
Education & credentials
Bachelor of Science in Business and Economics from Westmont College
