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, as Assistant Corporate Controller at Calmark Properties and Controller for The Oak Knoll Group, Inc. (formerly Gemtel Corporation).  Ms. Bernstein also ran her own accounting consulting practice for over 14 years serving clients including California State University System, California Institute of Technology, The Vons Companies, Inc., and Kaufman & Broad Home Corp to name a few.  She is a Certified Public Accountant (retired) and has her Bachelors of Science degree in Business Administration from the University of Southern California, Los Angeles.

In her spare time, Lois volunteers as the Financial Secretary for Westview High School PTSA .  She also enjoys swimming, Pickleball, playing the piano, SCUBA diving and travel.  Lois has participated in Pickleball tournaments and many races throughout her running career as well as triathlons.  Mostly, you’ll find her spending time with her family, their activities and their Golden Retriever, Reagan.

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