Robert is the owner of the Ostenberg Financial Team in San Jose, CA and is affiliated with SGC Financial & Insurance Services. He is an independent LPL Financial Advisor with 25 years of experience in the financial industry, 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 18 years, Cupertino 13 years & Milpitas 5 years by teaching Retirement Planning Today classes to students who want to prepare for a successful retirement.
Robert holds his FINRA Series 6, 63, 65 and 7 registrations through LPL Financial and 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
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California Insurance license #0C87302
*Memberships 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.