Robert is the owner of the Ostenberg Financial Team in San Jose, CA and is affiliated with SageCrest Insurance and Financial Services Group. He is an independent LPL Financial Advisor with 22 years of experience who finds satisfaction in educating clients and empowering them to pursue their goals and live their financial dreams. Robert firmly believes that becoming a partner in his client’s lives can help them find the strategies to pursue financial independence.
His experience enables him to work with individuals and business owners in the following areas:
- Retirement preparation
- College Funding
- Risk Management
- Asset Management
- Business Succession
- Estate Planning
In addition, Robert works with families to prepare for the unexpected events in life and to enjoy the rewards of good planning. As an investment specialist, he helps clients manage their investment portfolios while keeping their risk and tax profiles in mind. Through a blend of organizational efficiency and attentive client care, he lays a firm foundation for robust financial health for client’s portfolios.
Robert specializes in helping clients prepare for retirement. He has given back to the following communities, Santa Clara 16 years, Cupertino 11 years & Milpitas 3 years by teaching Retirement Planning Today classes to students who want to prepare for a successful retirement.
Robert is a registered rep and an investment advisor representative of LPL Financial. Member FINRA/SIPC. He holds FINRA Series 6, 63, 65 and 7 registrations through LPL Financial. He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Financial Planning Association.
Robert’s favorite downtime activities are snowboarding, wakeboarding, playing soccer and watching baseball. He graduated from Oregon State University. He lives in Morgan Hill with his wife, Elizabeth (Liz), and three daughters, Sydney, Kyra, and Mia.
Ostenberg Financial Team
FINRA CRD #4062804
California Insurance license #0C87302
**Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.