Bob Oberstein, CPA/PFS is the Managing Partner of RSO Advisors, LLP. Bob has been involved in field of public accounting and financial planning for over 45 years. A CPA/PFS is a CPA personal financial specialist where a combination of extensive tax expertise, insurance and estate planning and a comprehensive knowledge of financial planning.
At RSO Advisors, LLP, our services deliver an all-encompassing approach to wealth management. Our approach to financial planning involves a seasonal planning service that includes addressing four distinct subject areas on an ongoing basis. This includes: goal tracking, asset allocation, family security and cash flow and tax planning.
Originally hailing from Bronx, New York, Bob is a California CPA with membership in both the California Society of CPA’s and the American Institute of Certified Public Accountants.
He is a graduate of California State University, Northridge where he earned his B.S. degree in Business Administration. Bob has also earned a Master of Science degree in Taxation from Golden Gate University. Bob is a registered representative for 1st Global Research and Consulting and holds a California Department of Insurance life only insurance license.
Bob is married and has four children and seven grandchildren. Bob is an accomplished marathon and half marathon runner. He has completed over 50 running events including marathons in Los Angeles, New York, Chicago and Washington D.C. Other athletic endeavors included participating in charity AIDS rides in the U.S. and Europe. His athletic journey began in 1994 when he scaled Mt. Whitney, the tallest peak in the continental United States.