Lafayette, CA 3650 Mt. Diablo Blvd. Office

Robert Bowen is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Executive Incentive Programs, Inc. and Woodbury Financial Services. Outside of his advisory role, he is an employee benefits and insurance agent specializing in life, health, disability, and employee benefits. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform that provides brokerage and advisory services. The firm’s investment approach features model-based asset allocation, portfolio optimization, and offers various managed account programs and retirement plan consulting.

Helen Draper is a financial advisor at OSAIC with eight years of industry experience. She holds a Series 66 designation and previously worked at Woodbury Financial Services INC for six years and Stark Miller Financial Benefits Group for twelve years. Outside of her advisory role, she manages client services at BAMCOFINACNCIAL AND INSURANCE SERVICES INC and performs bookkeeping as a sole proprietor. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with a range of portfolio management programs and is notable for its scale, affiliate network, and private equity ownership.

Marc Larhette is a CFP® professional with 36 years of industry experience. He is currently with Osaic and previously worked at Woodbury Financial for 17 years and Equitable Advisors for 2 years. Larhette serves as chair of the education committee for the International Society of Certified Employee Benefits and holds officer and ownership roles in employee benefits firms. Osaic Wealth serves a diverse client base—including individual investors, retirement plan sponsors, charities, and corporate clients—through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, recent consolidation, and complex affiliate network.

Jason Pera is a CFP® with 23 years of industry experience, currently serving at OSAIC since 2024. He previously worked at Woodbury Financial Services, Inc. for 17 years and at Equitable Advisors for one year. Pera is a board member of the St. Isidore School Foundation, where he helps organize fundraising events and participates on the investment sub-committee. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations, offering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process emphasizing asset allocation, portfolio optimization, and risk management, with a platform notable for its scale, affiliate network, and range of program offerings.