Our Team

Bob Oberstein, CPA/PFS, is the Managing Partner of RSO Wealth, LLC. Bob has been involved in public accounting and financial planning for over 50 years. 

Bob's personal life is a testament to his determination and resilience. He is a loving husband and a proud father of four children and nine grandchildren. His passion for running has seen him conquer over 70 events, including the prestigious Los Angeles, New York, Chicago, and Washington D.C. marathons. His athletic journey began in 1994 when he scaled Mt. Whitney, the tallest peak in the continental United States, symbolizing his indomitable spirit.

Originally from the Bronx, New York, Bob's commitment to his profession is evident in his educational background. He graduated from California State University, Northridge, with a B.S. in Business Administration. He further honed his skills with a Master of Science degree in Taxation from Golden Gate University and a Master of Science degree in Financial Planning from California Lutheran University. Bob's dedication to his clients is also reflected in his professional affiliations. He is a registered representative for LPL Financial and holds a California Department of Insurance life-only insurance license. Bob is a proud member of the American Institute of Certified Public Accountants and the California Society of CPAs.