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families and individuals

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.

Personal CFO

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.

Investment & Financial Consulting

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.

Financial Portfolio Management

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.

Investment & Financial Consulting

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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