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Our Leadership
Meet our exceptional leaders
At CFO Rick, we are guided by a team of visionary leaders who bring a wealth of expertise and a passion for excellence. Our leadership is dedicated to driving growth, delivering exceptional financial solutions, and fostering a culture of collaboration and innovation.
Rick Belgarde
Founder and CEO
Ever since Rick Belgarde took an intro accounting course in high school, he’s wanted to work in accounting. After graduating with a business degree in accounting, he got his start as the accountant for Capital Drive In, one of the most profitable drive-in movie theaters in the US at the time.
Rick’s passion for contract negotiation began when he was Revenue Manager for Paramount’s Great America, negotiating multimillion dollar contracts. In 1996, Rick changed direction – to professional sports – when he managed payroll and accounts receivable for the Oakland A’s. A few years later, Rick Worked for KPMG in the High Net Worth CFO Division in San Francisco. Ultimately, all these positions culminated in 2003 when he founded CFO Rick, which has since been enormously successful.
Rick loves traveling almost as much as he loves crunching numbers. In his lifetime, he’s visited over 42 countries.
Karen Keller
Tax Director
Karen Keller began her career at KPMG working with high-net worth individuals and various entities including partnerships, trusts, estates, and non-profit organizations. Karen has over 30 years of experience in making the tax compliance process as painless as possible and strives to save clients money through planning as well as efficient and accurate tax preparation for all types of entities.
Karen has known Rick since college and finally joined CFO Rick more than twelve years ago as Tax Director to lead the tax side of the business which offers high-level tax services to all of our small business and individual clients.
After tax season, Karen greatly enjoys travelling especially to Disneyland and various wine tasting regions.
Karen Keller
Tax Director
Karen Keller began her career at KPMG working with high-net worth individuals and various entities including partnerships, trusts, estates, and non-profit organizations. Karen has over 30 years of experience in making the tax compliance process as painless as possible and strives to save clients money through planning as well as efficient and accurate tax preparation for all types of entities.
Karen has known Rick since college and finally joined CFO Rick more than twelve years ago as Tax Director to lead the tax side of the business which offers high-level tax services to all of our small business and individual clients.
After tax season, Karen greatly enjoys travelling especially to Disneyland and various wine tasting regions.
Salvador Chavez
Managing Director CFO Rick Mexico
With nearly 30 years of experience in accounting, finance, tax, audit, and business consulting, Salvador Chavez began his successful career at PricewaterhouseCoopers, his experience includes companies from all industries, Salvador is passionate about the business world, International Financial Reporting Standards, and the study of tax laws.
Salvador joined CFO Rick in 2021 as the Managing Director in Mexico. He supports our clients in France, the United Kingdom, Indonesia, as well as the United States.
When he is not working at CFO Rick, he enjoys teaching at the master’s level at various private Universities in Mexico, which he has been doing for the last 20 years.
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