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Robert Oberstein, CPA/PFS, MST

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.