Case Studies & White Papers
The following contents are a collective of RBG Capital White Papers, brochures as well as third party and industry resources.
Steven Lichtblau, ChFC
Partner | Private Wealth Managing Director
Steve began working in the financial planning industry in 1985. His clients include business owners and professionals with a variety of financial planning issues. Steve is involved in his community in a number of capacities, ranging...
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C. Tyler Walling, CEPA®
Private Wealth Director
Tyler joined RBG Capital, LLC (R. B. Gold & Associates) in the spring of 2016 after spending nearly three years at Morgan Stanley's Private Bank and Wealth Management Divisions. Tyler is well versed in liability management and enjoys...
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Christopher Gee, CFA
Partner | Chief Investment Officer
Christopher Gee, a CFA Charterholder and CIO of RBG Capital, leads the firm’s development and communication of investment...
Victoria Arguello Solorzano
Private Wealth Associate
Victoria joined RBG Capital in the summer of 2023 as an analyst intern. Originally from San Jose, Costa Rica, Victoria graduated with a bachelor’s degree in finance from the W.P. Carey School of Business in May of 2024...