About OnePoint BFG – East Bay

We’ll introduce ourselves in a moment…

Let’s talk about you first.

Reflect for a moment on the journey that brought you here.

Life, family, career—early mornings, late nights—each day a testament to your dedication.

It was NOT always easy.

But through it all… you worked, saved, provided for loved ones, and invested the difference wisely.

You’ve got a LOT to be proud of.

Yet, as retirement approaches…feelings are mixed.
  • What will life be like without the structure of work?
  • Can reliable income really come from my investments?
  • When should I start social security…?

It’s okay not to have all the answers. But the truth is…
you’d rather think about something else.

You’re looking for a partner who can help you…
  • Reduce sky-high taxes (real estate taxes are a big one!)
  • Lower your cost of living
  • Find your slice of paradise
  • Plan for an adventurous retirement
  • And more

Our mission is to help you plan for a retirement that is as rewarding as the journey that brought you here.

That’s what OnePoint BFG is all about.

Live Well. Retire Better.

Step 1: Book a 20-minute Call
BOOK A CALL

“Hi, We’re Lyle and Andrew Rosman”

Two straight-talking brothers from Long Island with a passion for investing that dates back to childhood.
Lyle Rosman

Partner & Wealth Management Advisor

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Some of my fondest memories were skipping school to attend annual PepsiCo shareholder meetings with our grandfather.

He taught us real prosperity comes from making wise decisions every day — or like our dad (also an accountant) always said: “I could eat two steaks for dinner… but I’ll eat one, and invest the other.”

I was on the Platinum Council (previously known as Premier Advisor) at Wells Fargo before joining forces with my brother Andrew in 2009.

Outside the office, you can find me coaching my kids’ sports teams, cooking, working on classic cars and cultivating my tulip garden.

Andrew Rosman, CFP®

Partner & Wealth Management Advisor

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Before Lyle and I joined forces, I worked as a CERTIFIED FINANCIAL PLANNER® since 2007 for Wells Fargo Advisors.

Coming from a long line of accountants, helping to keep the taxman’s hand out of your pocket is my specialty. I can tell you that well-positioned financial plans are grounded in reality, not exotic strategies.

Crafted on principles instead of guesses, a solid financial plan is like Novocain – give it time, it historically works.

I live in Long Island with my family, where I like to jog, unwind at the beach, and explore charming local bed and breakfasts.

Meet the Entire Team

While we craft your strategy one-on-one, our full-service group of professionals backs it up

  • Peter Boockvar

    Chief Investment Officer

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  • Marlene Carpena

    Life Coach

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  • Joseph Geslao, CLU®, ChFC®

    Director of Financial Planning

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  • Stephen Kuhn

    Director of Investment Research

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  • Stephanie Lester

    Director of Institutional Retirement Administrative Services

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  • Jesse Levitt

    Senior Planning & Investment Analyst

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  • Alexis Macias

    Executive Director of Operations

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  • Jack McLaughlin

    Planning & Investment Analyst

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  • Sara Papraniku

    Advisor Relationship Specialist

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  • Jordan Persing

    Client Service Associate

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  • Zoe Rhodes

    Client Service Associate

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  • Ty Schafer

    Client Service Associate

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What Our Clients Say

  • “They know what I need. They visit me at home, openly discuss my goals, my hopes for retirement, and even invite my family into the discussion. I have full faith that when it’s time for me to retire, I’ll have what I need and be comfortable.”
    ONEPOINT BFG CLIENT

    This testimonial is provided by a current client of OnePoint BFG with no compensation. There is no potential conflict of interest as this testimonial has no relationship to OnePoint BFG or OnePoint BFG Advisors.

  • “They always give me — or get me — the answers to any and every question I have. They’re really easy to talk to, and explain things in simple ways that are easy to understand.”
    ONEPOINT BFG CLIENT

    This testimonial is provided by a current client of OnePoint BFG with no compensation. There is no potential conflict of interest as this testimonial has no relationship to OnePoint BFG or OnePoint BFG Advisors.

  • “Everyone at OnePoint BFG is easy to talk to… I’m getting the truth from those guys and there’s no reason they would hold back. And it seems like they’re doing it for our sake, not their own.”
    ONEPOINT BFG CLIENT

    This testimonial is provided by a current client of OnePoint BFG with no compensation. There is no potential conflict of interest as this testimonial has no relationship to OnePoint BFG or OnePoint BFG Advisors.

  • “They have the client’s interest at heart, the financial health of their client. They worked to build this company to be able to do that.”
    ONEPOINT BFG CLIENT

    This testimonial is provided by a current client of OnePoint BFG with no compensation. There is no potential conflict of interest as this testimonial has no relationship to OnePoint BFG or OnePoint BFG Advisors.

  • “They want to know what you want. How you want to live, and what you want to do. They want you to have a good life. They give me the confidence to be able to do that.”
    ONEPOINT BFG CLIENT

    This testimonial is provided by a current client of OnePoint BFG with no compensation. There is no potential conflict of interest as this testimonial has no relationship to OnePoint BFG or OnePoint BFG Advisors.

  • “Lyle is a wonderful communicator. He has a unique ability to turn a complex problem into something visual, and explain it in a language that I can understand. Drew is very detailed and is a master at navigating complex stuff like the tax code or estate planning. And they complement each other wonderfully.”
    ONEPOINT BFG CLIENT

    This testimonial is provided by a current client of OnePoint BFG with no compensation. There is no potential conflict of interest as this testimonial has no relationship to OnePoint BFG or OnePoint BFG Advisors.

Live Well. Retire Better.

Step 1: Book a 20-minute Call With Lyle and Drew
Book A Call With Lyle and Drew

Not Ready for A Call Yet? No Worries!

Snag our free “Destination Retirement” guide: Lower your cost of living and retire better*

FREE INSTANT ACCESS

*Hint: it’s not just warm weather drawing Long Islanders down south

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.