...

families and individuals

Throughout its history, CFO Rick has been a trusted partner for numerous high net worth families and individuals in the Bay Area, providing exceptional accounting and investment services tailored to their unique needs.

Personal CFO

As your dedicated CFO, we believe in making your money work for you. We provide comprehensive guidance on various financial options available to you, ensuring you make informed decisions that align with your goals.

Investment & Financial Consulting

Leave the daily market monitoring to us. Our dedicated team keeps a vigilant eye on the ever-changing market trends, providing you with peace of mind and ensuring your portfolio is effectively managed.

Financial Portfolio Management

Our expertise in investment and financial consulting enables us to deliver customized reports and financial insights that empower you to make well-informed investment choices. With decades of experience, we offer invaluable guidance in this specialized domain.

Investment & Financial Consulting

Leave the daily market monitoring to us. Our dedicated team keeps a vigilant eye on the ever-changing market trends, providing you with peace of mind and ensuring your portfolio is effectively managed.

Experience the difference of working with CFO Rick, where personalized attention, expert guidance, and a commitment to your financial success converge.

Start a conversation with us

Cfo rick forms
Scroll to Top