Rich is a nationally recognized leader and speaker in the areas of personal financial planning, investing, wealth management, and business succession and continuity. His strategies have been featured in numerous prestigious publications and he is an instructor at U.C. Santa Cruz and U.C. Berkeley - where he was recognized by the Financial Planning Program as the 2008 Instructor of the Year.

Rich's professional credentials include licensing as an agent for life, disability, and long term care insurances, and financial planning. Rich also holds a real estate brokers license.

Rich holds a BA in advertising from San Jose State University, and is a graduate of the Graduate Studies in Management at Northwestern University, J.L. Kellogg Graduate School of Management. He also graduated with distinction from the Personal Financial Planning Program at U.C. Berkeley.

CA Insurance License Number 0D92796.
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Leveraging his vast experience in the corporate world, Dave serves as a "Personal CFO" to his Clients, advising them in the areas of financial independence, investing, risk management, tax reduction strategies and estate and wealth management. He also is an Adjunct-Professor at the UC Berkeley Personal Financial Planning program, where in 2017 Dave was honored as the Instructor of the Year.

Dave's professional credentials include licensing as an agent for life, disability, and long term care insurances, and financial planning.

Dave holds a BS in Engineering from the University of Notre Dame. He has participated in advanced studies in accounting at California State University at Northridge, and graduated with the highest honors from the Personal Financial Planning Program at U.C. Berkeley - where he was named the first-ever Student of the Year.

CA Insurance License Number 0G10586.
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