Professional Background

Bobbie Zerby, CFP® was born and raised in the Bay Area and earned his Bachelor’s Degree in Business Accounting with a minor in Economics from San Jose State University.

Prior to becoming a financial advisor, Bobbie worked in the accounting industry as both a Senior Auditor at a CPA firm and a Senior Financial Accountant for a startup company in San Francisco.

Bobbie transitioned into financial advising to make a more direct impact in people’s lives. He believes in building long-term relationships centered around trust, transparency, education, and personalized planning.

Outside The Office

Bobbie and his wife, Alanna, have been together since college and are proud Bay Area natives. They live in the East Bay with their two daughters and are excited to welcome a baby boy soon. Their home is also shared with two dogs and two cats.

Outside of work, Bobbie enjoys camping, golfing, and spending quality time with family and friends. A former rugby player, he now focuses most of his time on family life.

Licenses & Credentials

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