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INTEGRITY   |   EXPERIENCE   |   COMMITMENT

Always Looking Forward and Planning Ahead

Services Offered:

Our priority is helping you take care of your business and your family. We want to learn more about your financial 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 our foundation of success.

Retirement Planning

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Estate Planning

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Business and 401(k) Planning

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Insurance and Annuity Products

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Education Funding

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Fee-Based Asset Management

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How We Work

RCB Financial Group is an independent financial services firm dedicated to helping our clients reach their financial goals. Our commitment is to our clients' interests. We strive to improve lifestyles, empower through education and build trust through excellent service.

RCB Financial Group chose Osaic Wealth, Inc. as our broker/dealer and business partner due to their strength and stability offered through their abundant resources in products, research, and technology. Through Osaic Wealth, RCB Financial Group utilizes hundreds of proprietary and non-proprietary investment products to fit the goals and objectives of each client. Therefore, the education of each client continues to be a cornerstone of our business.

RCB Financial Group was founded on traditional values including integrity and work ethic. We work for you and look forward to earning your business every day.

Robert C. Bowen, CFP™

Robert C. Bowen, CFP™

30 Years of Experience in Retirement and Financial Planning

Security Licenses: Series 7, 63, 65 (CRD #2391266)
Insurance Licenses: Life, Health, and Disability (Lic# 0774214)

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Our Process

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Code of Ethics

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Visit Our New Office in Lafayette, CA! 


Our new location is: 3650 Mt. Diablo Blvd, Suite #104

Lafayette, CA 94549






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