RBP Investment Advisors

RBP Investment Advisors

RBP Investment Advisors was established in 2005 by Peter F. Landini, a CFP® and former managing director at Fremont Investment Advisors, the entity linked historically to the Bechtel family's investment group. The firm operates from Alamo, California, with a secondary location in Truckee, and is built as a multi-generational practice: Peter's son Alexander handles financial-plan development and portfolio databases, while Bonnie Landini manages operations. This structure makes it a family-run RIA targeting private clients, trusts, estates, and company retirement plans. The firm constructs individualized portfolios rather than relying on models, incorporating each client's existing assets and tax position into a written Investment Policy Statement. Its service set combines investment management with retirement-distribution modeling, estate planning (often involving trusts and charitable-giving strategies), and modular comprehensive financial planning that covers insurance and education funding. Asset classes are not enumerated in public materials, but the firm's real estate interest is evident from its Alamo and Truckee locations, and the CFAs on staff suggest equity and fixed-income capabilities. The geographic footprint centers on the San Francisco East Bay and the Lake Tahoe region. RBP Investment Advisors publicly lists four professionals, including Debra L. McNeill, CFA, who previously held equity-analyst roles at RCM Capital Management and Security Pacific Bank. Peter Landini's career includes managing portfolios for retirement plans, foundations, and mutual funds at Fremont, and he has appeared as a commentator on CNN and Bloomberg News. The firm leverages its small-team structure to offer clients a continuous advisory relationship, with quarterly performance reporting and ongoing tax reviews as standard. What distinguishes the firm structurally is the direct lineage to the Bechtel investment apparatus and a deliberate choice to remain a compact, family-operated RIA rather than scaling into a multi-office platform. This keeps the principal in the portfolio-construction seat, without an intermediary manager layer, for the eastern East Bay and Truckee client base.