We make it easy for your business
We will take the stress out of tax preparation
We make your money work for you
Our team maximizes your tax savings by planning ahead
Unlock the full potential of your workforce
Guiding Your Success
Our Commitment to Excellence
Empowering Financial Success
Global Presence
Get in Touch
We make it easy for your business
We will take the stress out of tax preparation
We make your money work for you
Our team maximizes your tax savings by planning ahead
Unlock the full potential of your workforce
Guiding Your Success
Our Commitment to Excellence
Empowering Financial Success
Global Presence
Get in Touch
Throughout its history, CFO Rick has established itself as a trusted partner for numerous high net worth families and individuals in the San Francisco Bay Area, delivering exceptional accounting and investment services tailored to their individual requirements.
As your dedicated CFO, we firmly believe in maximizing the potential of your money. We offer comprehensive guidance on the various financial options available to you, ensuring that you make well-informed decisions that align with your goals.
Our proficiency in investment and financial consulting allows us to provide tailor-made reports and financial insights that empower you to make informed investment choices. With decades of experience, we offer invaluable guidance in this specialized field.
Leave the daily market monitoring to us. Our dedicated team maintains a vigilant eye on the ever-changing market trends, providing you with peace of mind and ensuring effective management of your portfolio.
Our proficiency in investment and financial consulting allows us to provide tailor-made reports and financial insights that empower you to make informed investment choices. With decades of experience, we offer invaluable guidance in this specialized field.
Experience the distinction of working with CFO Rick, where personalized attention, expert guidance, and a dedication to your financial success come together.
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CFO Rick embraces and upholds the principles of equal opportunity and inclusivity in our employment practices. We are committed to providing fair and unbiased treatment to all applicants and employees, regardless of race, color, age, religion, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, or any other characteristic protected by applicable federal, state, or local laws.