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...

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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...

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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...

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