Richard has spent a lifetime leading the wealth management industry, dedicating days, nights and weekends to helping his clients. As chairman of Private Ocean, Richard works closely with advisors to develop our clients’ investment policies and manage their portfolios on an on-going basis.
Richard was one of the first CERTIFIED FINANCIAL PLANNER™ certificants credentialed by the College for Financial Planning in 1973. As a board member of the International Association of Financial Planners, he was a co-author of the financial planning industry’s first Code of Ethics. He is Chairman of the Personal Financial Planning Advisory Board at UC Berkeley Extension, as well as a member of the Dominican University Board of Trustees and the Global Business Council at San Jose State.
Certificate in Advanced Estate Planning
Chartered Life Underwriter, The American College
BS in Business & Finance, San Jose State University