Robert Ostenberg, CFS

Robert Ostenberg, CFS

Phone: (408) 236-7350
Fax: (408) 236-7351
E-mail:

Helping client’s realize their financial goals and objectives through personalized solutions is what Robert enjoys most about his job. “I love what I do! I am able to help people buy their first home, send their children to college, and retire, all while protecting the assets they have worked hard to accumulate. I see my work pay off everyday for my clients – I love being a resource for them!”



Robert works with self-employed individuals, executives, and emerging businesses creating customized Strategies that aim to accommodate changing financial needs while providing tax-advantaged benefits. He and his firm are firmly committed to helping the client by simplifying one’s financial life, gaining control of one’s future, and, ultimately, helping achieve financial success.



Robert lives in Morgan Hill with his wife Elizabeth (“Lizzy”) and his two daughters Sydney and Kyra. He enjoys spending time with his family and friends, as well as wakeboarding, snowboarding, soccer, and other sports.

Robert is a registered Representative of Securian Financial Services, Inc., Securities Dealer, Member FINRA/SIPC