Richard M. Del MonteMBA, CWC, CFP®

Founder & President

Richard is a CERTIFIED FINANCIAL PLANNER™, Certified Wealth Consultant, and nationally recognized expert on Families and Wealth. Richard has been featured on FOX Business News, The Wall Street Journal, New York Times, Private Opportunities Club, Private Wealth Magazine, Trust & Estates, and Family Wealth Report. A sought after speaker, he recently gave a TEDxBellevue talk on “A Place of Possibility for Families and Wealth.”

Clients seek guidance from Richard in mentoring the next generation around how to avoid destroying inherited wealth, or letting it destroy them, how to pass on values to heirs while still enjoying their wealth, and ensuring the family’s wealth lasts for multiple generations. By acting on Richard’s road-tested advice, self-made families are able to deal with the complexities of wealth with fun and ease. Best of all, he teaches the keys to family teamwork so they can have closer relationships, greater joy and satisfaction, and more effective communication.

Richard has completed specialized training in family dynamics and preparing heirs. He holds an MBA in Financial Planning from Golden Gate University in San Francisco and a B.S. in Business Administration from California State University, Chico. He is a faculty member at the Institute for Preparing Heirs, and a founding member of the Council for Shared Leadership, LLC, which established standards of excellence for values-based advisors and the families they serve.

Richard lives in Alamo with his wife, Ingrid and 3 golden retrievers. They have five children whom they love to travel with. Some of his community activities include United Way of the Bay Area, John Muir Health Foundation, Boy Scouts of America, his church, and he serves as a board member for Baragwanath Blessings, Inc.