Robert Bender | Financial Advisor | Oceanside, CA | U.S. Bancorp Wealth Management

Bobby Bender

AIF®
Wealth Management Advisor
U.S. Bancorp Investments

760.639.4469

Primary office
4136 Oceanside Blvd
Oceanside, CA 92056

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About me

It is my pleasure to serve the financial needs of people in the Carlsbad, Oceanside and Vista areas. My experience in the financial industry started in 2013 and I became a Wealth Management Advisor in 2017. I hold a Bachelor of Arts degree in economics from California State University-San Marcos. California Insurance License #0J08147. 

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

In my free time, I enjoy auto racing, sports and spending time with my family. 

Area of focus

Investment Planning

Insurance Protection Planning

Retirement Plan Distribution Planning

Executive Compensation Planning

Business Succession Planning

Charitable Gifting Strategies

Executive/Trustee Planning

Legacy Planning

Goals Based Wealth Management

My offices

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.