Who We Are
Robert Bernstein
RGB Capital Group LLC is a registered investment advisor in the state of California providing individuals, trusts, not-for-profits and corporations a means to invest their assets which is different than the traditional “buy and...
Stephanie Platt
Client Services Representative
Stephanie began her career in Financial Services in 1992 with Prudential Insurance where she obtained the Series 6 and Life Insurance licenses. She graduated in 1994 with a Bachelor of of Business Administration in Finance and...
Lois Bernstein
Lois Bernstein is responsible for financial reporting, new client onboarding and general administrative support. Prior to her role with RGB Capital Group, Lois worked for Touche Ross as a Senior Auditor, a Financial Analyst at Calmark...