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Submission: On January 25 via api from US — Scanned from DE
Effective URL: https://www.rbgcap.com/
Submission: On January 25 via api from US — Scanned from DE
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(602) 230 - 0444 info@rbgcap.com Client Login Menu * Home * Our Firm * Our Team * Our Values * In the Community * Solutions * Investment Banking * Wealth Management * Case Studies & White Papers * Resource Center * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * Tools * Glossary * Tax Resources * Contact Client Login Wealth Management Investment Banking Wealth Management Investment Banking Wealth Management Investment Banking Wealth Management Investment Banking Wealth Management Investment Banking OUR VALUES INTEGRITY INTEGRITY Honesty and trustworthiness are the foundation of any relationship. As wealth managers, we work hard to always do the right thing by our clients. We will always make decisions based on our values and convictions rather than what brings us personal gain. INTENTIONALITY INTENTIONALITY We believe that Purpose + Mission = Vision. As experienced Advisors, we will help determine your purpose and mission to design and achieve your vision through a focused and objective process TRANSPARENCY TRANSPARENCY Complete transparency is key when working with anyone, especially when it involves your hard-earned money. To that end, we disclose all our fees up front. YOUR FUTURE Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer. HOW TO BAKE A PIE-R-A Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how? Learn More BULL AND BEAR GO TO MARKET Learn about the difference between bulls and bears—markets, that is! Learn More WHITE PAPERS AND CASE STUDIES The following contents are a collective of RBG Capital White Papers, brochures as well as third party and industry resources. Learn More HOW TO BAKE A PIE-R-A Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how? Learn More BULL AND BEAR GO TO MARKET Learn about the difference between bulls and bears—markets, that is! Learn More WHITE PAPERS AND CASE STUDIES The following contents are a collective of RBG Capital White Papers, brochures as well as third party and industry resources. Learn More HOW TO BAKE A PIE-R-A Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how? Learn More MEET OUR TEAM MICHAEL WALLING Partner | Director of Corporation Finance Michael joined RBG Capital LLC (R.B. Gold & Associates, Ltd.) In 1993 and is the Managing Director of Corporate Finance & Investment Banking. Over the past 25 years Michael has been involved in numerous transactions ranging in size... Read more STEVEN LICHTBLAU, CHFC Partner | Director of Wealth Management 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... Read more CHRISTOPHER GEE Partner | Chief Investment Officer Christopher Gee is CIO and leads the firm’s development and communication of investment strategies and policies, supervises and oversees the investment process, and makes decisions on asset allocation, external investment... Read more C. TYLER WALLING VP of Wealth Management 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... Read more TIM SPERLING VP of Business Development | Corporate Finance Tim works in the firm’s Investment Banking Division as VP of Business Development, Corporate Finance with an emphasis on the firm’s Employee Stock Option Plan (ESOP) business. He holds both a Business Degree and Law Degree... Read more ROY SCHIEFFER, CFP In Memoriam 8/22/1949-12/27/2021 It is with a heavy heart that we are announcing the passing of our longtime friend, colleague, and valued member of the R. B. Gold family, Roy Schieffer.Roy was an incredible man with a caring spirit, great sense of humor, and a... Read more LAUREN STEVENS Lauren began working with RBG Capital in the Fall of 2020 as an intern analyst and found her niche inthe marketing side of investment banking. She graduated from Arizona State University Magna CumLaude in May 2022 with bachelor’s... Read more SREEYA BHUPATHIRAJU Sreeya Bhupathiraju joined RBG Capital in the summer of 2022 as an analyst intern. Originally fromHyderabad, India, Sreeya moved to the United States in 2021 to pursue her master’s degree inquantitative finance at Rutgers... Read more C. TYLER WALLING VP of Wealth Management 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... Read more CHRISTOPHER GEE Partner | Chief Investment Officer Christopher Gee is CIO and leads the firm’s development and communication of investment strategies and policies, supervises and oversees the investment process, and makes decisions on asset allocation, external investment... Read more LAUREN STEVENS Lauren began working with RBG Capital in the Fall of 2020 as an intern analyst and found her niche inthe marketing side of investment banking. She graduated from Arizona State University Magna CumLaude in May 2022 with bachelor’s... Read more MICHAEL WALLING Partner | Director of Corporation Finance Michael joined RBG Capital LLC (R.B. Gold & Associates, Ltd.) In 1993 and is the Managing Director of Corporate Finance & Investment Banking. Over the past 25 years Michael has been involved in numerous transactions ranging in size... Read more ROY SCHIEFFER, CFP In Memoriam 8/22/1949-12/27/2021 It is with a heavy heart that we are announcing the passing of our longtime friend, colleague, and valued member of the R. B. Gold family, Roy Schieffer.Roy was an incredible man with a caring spirit, great sense of humor, and a... Read more SREEYA BHUPATHIRAJU Sreeya Bhupathiraju joined RBG Capital in the summer of 2022 as an analyst intern. Originally fromHyderabad, India, Sreeya moved to the United States in 2021 to pursue her master’s degree inquantitative finance at Rutgers... Read more STEVEN LICHTBLAU, CHFC Partner | Director of Wealth Management 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... Read more TIM SPERLING VP of Business Development | Corporate Finance Tim works in the firm’s Investment Banking Division as VP of Business Development, Corporate Finance with an emphasis on the firm’s Employee Stock Option Plan (ESOP) business. He holds both a Business Degree and Law Degree... Read more READY TO CONTACT US? Name Email Address Phone Question Send Thank you! Oops! CONTACT Office: (602) 230 - 0444 9590 East Ironwood Square Drive Suite 101 Scottsdale, AZ 85258 info@rbgcap.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Securities offered through Arkadios Capital, member FINRA/SIPC. Advisory services offered through Arkadios Wealth. RBG Capital LLC and Arkadios are not affiliated through any ownership.