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Rich is a Principal based in the San Francisco office. Rich takes a holistic view of clients’ financial situations to help ensure their investment assets are working in harmony with the financial planning components. He helps clients navigate financial matters and investments so they can focus on the things that matter most to them.
Before joining Cerity Partners, Rich was the Director of Wealth Management at B|O|S where he measured success by earning client trust, making decisions in a timely and objective manner, and growing the firm’s reputation of integrity and personalized service. Prior to joining B|O|S, he spent over a decade as an investment strategist and was responsible for asset allocation positioning, client portfolio construction, and investment research. As an Investment Committee member at a previous firm, Rich focused on delivering attractive risk-adjusted returns to enable clients to meet their investment objectives.
Why is wealth management important, especially today?
Successful retirement depends on making many good decisions over a lifetime. Staying on track requires thoughtful guidance on mundane choices.
Was there a specific incident in your life that made it clear you were made for this career?
Early in my career while working on a business transaction, I helped the CFO of the company with personal matters, forging a strong relationship and opening my eyes to other career paths.
What do you do in your personal life that helps you help your clients?
Bicycling helps me handle daily personal and professional stress and allows me to arrive at work each day invigorated to help my clients.
What should your clients know the most about you?
I am attentive — I carefully monitor your investment portfolio and I am attuned to your family’s well-being.
Solo practitioners and small business owners have several retirement plan options to consider, from solo 401(k)s to SEP IRAs and cash balance plans. Each plan has unique advantages tailored to different financial needs, ensuring long-term security
Many folks are beginning to question whether these benefits are justified by the high cost of living, particularly when it comes to housing and taxes.
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