San Jose, CA Charcot Ave Office

Edgardo Bruzzone is a financial advisor with LPL Financial in San Jose, CA, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Securian Financial Services, SGC Financial and Insurance Services, and Bank of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research.

Robert Ostenberg is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior experience includes 15 years with Securian Financial Services Inc, Minnesota Life Insurance Company, and Sgc Financial & Insurance Services. He also offers retirement planning classes as part of his business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and various technologies across discretionary and non-discretionary management approaches.

Amado Rivera Jr. is a financial advisor with LPL Financial in San Jose, CA, holding CFP® and Series 66 designations and bringing 18 years of industry experience. He has worked previously at City National Bank, RBC Capital Markets, Morgan Stanley Private Bank, and Waddell & Reed. Outside of his advisory role, Rivera maintains a personal blog as an Instagram creator focused on vintage remote control vehicles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and diversified strategies.