Steve LichtblauChFC®

Steven Lichtblau, ChFC®, is a Partner at RBG Capital LLC and heads the firm’s Private Wealth Management division, where he provides personalized investment management and financial planning services to individuals and families. With a career in the financial services industry spanning over four decades since 1985, Steven brings deep experience, stability, and perspective to helping clients navigate complex financial decisions.

Steven holds multiple FINRA securities licenses, including the Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 63 (Uniform Securities Agent State Law), and Series 79 (Investment Banking Representative). In addition, he holds the Chartered Financial Consultant (ChFC®) designation, reflecting advanced training in comprehensive financial planning, wealth management, and client-centered strategy development.

Throughout his career, Steven has developed extensive experience in portfolio construction, retirement planning, asset allocation, and risk management. As head of Private Wealth Management, he leads the firm’s efforts in delivering customized strategies tailored to clients, with a focus on long-term wealth accumulation, preservation, and intergenerational planning.

Steven takes a hands-on, relationship-driven approach, emphasizing transparency, trust, and personalized service. He believes that successful financial planning begins with a clear understanding of each client’s unique objectives, enabling the development of strategies aligned with their financial goals and time horizons.

Based in Scottsdale, Arizona, Steven has helped build RBG Capital LLC on a foundation of integrity, accountability, and client-focused guidance—helping clients move forward with confidence and clarity.

Outside of his professional work, Steven is a proud father of two adult children and has been married for over 40 years. He is an avid scuba diver and outdoor enthusiast who enjoys travel and exploration.