Bobbie Zerby">

Bobbie Zerby

CLTC

Financial Advisor

(510) 432-1901

Background

Bobbie Zerby was born and raised in the Bay Area. He received his high school diploma from Arroyo High School in San Lorenzo and his Bachelors’ Degree in Business Accounting and Minor in Economics from San Jose State University.

Experience

In the early stages of his career, Bobbie worked in the accounting industry. He was a Senior Auditor at a CPA firm, auditing local businesses and Non-for-Profit organizations as well as a Senior Financial Accountant for a start up in San Francisco.

Although he enjoyed his accounting career, Bobbie left the industry to become an advisor to make a bigger impact directly. He believes in building long-term relationships based on trust and transparency and has positioned himself to be the go-to financial resource for clients and their families.

Personal

Bobbie, along with his wife Alanna and new baby Amelia Rose, live in Antioch where they are outnumbered in their household by their two dogs and two cats! Bobbie and his wife spend their free time hiking, wine tasting and enjoying the company of their friends and family. During the colder times of the year, Bobbie plays Rugby as part of a Men’s Club in the East Bay.

Bobbie holds his California Insurance License and FINRA Series 66 & Series 7 registrations.