Bobbi Beehler, CPA, CFA is a licensed REALTOR® serving Sonoma, Marin, Napa and Lake Counties with Coldwell Banker. Her specialties include both Residential and Commercial Real Estate including luxury properties, land, new homes, resale homes, relocations, REO/foreclosures assisting both buyers and sellers. Since 2002 she has earned several awards and designations including, Listing Agent of the Month and Team of the Month at Coldwell Banker and has consistently been in the top 5% of all Coldwell Banker agents nationwide. In 2009 she received an award for Outstanding Internet Marketing from Realtor.com and was nominated for Realtor of the Year in 2007. In addition, she earned an award as one of the top Forty Under 40 business professionals in the North Bay in 2008. In 2010 she was nominated for Santa Rosa Business Woman of the Year. Recently, Ms. Beehler was awarded the Seven Star Award and Top 500 Award by Broker Agent Advisor. She is a Global Luxury agent, an accredited staging professional and has an EcoGreen Real Estate Agent certification.
Ms. Beehler spent three years as a REALTOR® with Pacific Union/Compass Real Estate and was previously the Executive Director of RCU Services Group, a wholly owned subsidiary of Redwood Credit Union where she oversaw RCU Insurance Services, RCU Auto Services and headed government relations. Previous employment also included positions as a Manager for Pisenti and Brinker LLP where she performed accounting, tax and business consulting services. She was also the Director of Investor Relations for a publicly traded Internet company where she managed all aspects of the investment process including three private security placements, two secondary public offerings, two acquisitions and the sale of OnHealth to WebMD.
Other past employment building on Bobbis wealth of experience includes Associate Branded Consumer and Specialty Retailing Research Analyst at Dain Rauscher Wessels where she prepared financial models, determined valuations for the public companies she followed, made investment recommendations and performed due diligence and analysis for public offerings. She has also served as an audit manager for Deloitte and Touche LLP where she managed numerous audit and consulting engagements for public and private, high growth companies in the securities, real estate and technology industries. Due to her competence and care in dealing with sensitive information, she was selected to manage the tabulation process for both the Grammy Awards and the Day Time Emmy Awards.
Ms. Beehler is a long-time resident of Santa Rosa and a graduate of Santa Rosa High School. She earned her Bachelor of Arts degree in Business Economics with an emphasis in Accounting and Bachelor of Arts Degree in Sociology from the University of California at Santa Barbara. Ms. Beehler is a licensed Certified Public Accountant, Chartered Financial Analyst and Chartered Global Management Accountant and is a member of the North Bay Association of Realtors, California Association of Realtors and National Association of Realtors. She is involved in many community activities and currently serves or has served on the following:
Regional Advisory Board, Make A Wish Foundation, 2019 Present
Executive Board of Directors, Secretary, Heritage Community Credit Union, 2018 – Present
Santa Rosa Metro Chamber of Commerce, Committee Member, 2017 Present
Member of Sonoma County Alliance
Board of Directors, Santa Rosa Chamber of Commerce, 2008 – 2010
Board of Directors, Santa Rosa BEST (Building Economic Success Together) 2005 – 2014
Board of Directors, Sonoma Mountain Business Cluster 2009 – 2014
Board of Directors, North Bay iHub, 2010 2014
Board of Directors, Treasurer/Vice-President Finance, Boy Scouts of America, Redwood Empire Council, 2009 2013
Chair, City of Santa Rosa Measure O Oversight Commission, 2009 2014
Member, Local Government Relations Committee for the North Bay Association of REALTORS, 2002 2008
Board Member and Selection Committee Member, Habitat for Humanity 2004 2008
Many others available upon request