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Robert Ostenberg, CFS®

Financial Advisor



Fun Facts

Ostenberg Financial Team

Jessica A. Johnson, CFP®

Liz A. Ostenberg

Suzanna Morton

Robert is the owner of the Ostenberg Financial Team in San Jose, CA and is affiliated with SGC Insurance and Financial Services Group. He is an independent Financial Advisor with 17 years of experience who finds satisfaction in educating clients and empowering them to pursue their goals and live their financial dreams.  Robert firmly believes that becoming a partner in his client’s lives will help them find the strategies to achieve financial independence.

His expertise enables him to work with individuals and business owners in the following areas:

Retirement preparation                                   College Funding

Risk Management                                             Asset Management

Business Succession                                         Estate Planning

In addition, Robert works with families to prepare for the unexpected events in life and to enjoy the rewards of good planning. As an investment specialist, he helps clients manage their investment portfolios while keeping their risk and tax profiles in mind. Through a blend of organizational efficiency and attentive client care, he lays a firm foundation for robust financial health for client’s portfolios.

Robert specializes in helping clients prepare for retirement.  He has given back to the Santa Clara and Cupertino communities for 10 years by teaching Retirement Planning Today classes to students who want to prepare for a successful retirement.

Robert is a registered rep and an investment advisor representative of Securian Financial Services, Inc. Member FINRA/SIPC.  He has his CFS professional designation and holds FINRA Series 6, 63, 65 and 7 licenses. He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Financial Planning Association.

Within the Financial Services Industry, Robert has been recognized as a Member of Court of the Table in the Million Dollar Roundtable*. He has also been commended by his Broker/Dealer Securian and has ranked in their Senate Club** in 2007, 2008, and 2012.  He achieved their President’s Club** in 2006, 2011, and 2014. He is also a member of the Premier Resource Group, an organization of experienced Securian Financial Advisors.

Robert’s favorite downtime activities are snowboarding, wakeboarding, playing soccer and watching baseball. He graduated from Oregon State University. He lives in Morgan Hill with his wife, Elizabeth (Liz), and three daughters, Sydney, Kyra, and Mia


FINRA CRD #4062804

California Insurance license #0C87302

*Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.

**Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.


Tracking Number #1556504   DOFU 07-2016