Richard Del Monte, JD, CFP®

Richard has been offering innovative solutions to enhance clients’ financial wellness for over 35 years. His passion lies in acting as a guide to navigating clients through challenging life transitions to make all of their goals become a reality, even if they aren’t directly related to money. Shocking, right? Well, not really. Whether working with individuals, families, or closely-held business owners, there is so much more going on in their world than finances–clients are people too!

A nationally recognized expert, Richard has been featured on FOX Business News, and in The Wall Street Journal, The New York Times, Private Opportunities Club, Private Wealth Magazine, Trust & Estates, and Family Wealth Report. Richard is also the author of Endless Inheritance: Moving from Feuding to Flourishing in Your Affluent Family.

Richard holds a JD from Purdue Global Law School, 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’s been a faculty member at the Institute for Preparing Heirs, a student of Bowen Family Systems, 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, California with his wife, Ingrid, and two 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, and his church.

If you need a “Yes” man in life, look no further. Believe it or not, it is possible to reach all your financial goals and more, because who doesn’t deserve to keep, grow, and enjoy their money? And if that sounds like something you’re struggling with, then get in touch today!

His Colleagues Say…

“Richard is the eternal optimist—he will find the silver lining in even the darkest cloud.”

Recommended Reading

Breaking the Rules, Kurt Wright and Anything written by William Manchester

Favorite Quote:

“On what principle is it, that when we see nothing but improvement behind us, we are to expect nothing but deterioration before us?”
Thomas Babington Macaulay

Richard's Latest Appearances:

Don't Miss Richard on A Place of Possibility Podcast!

Discover Why Listeners Rely on Hosts Richard Del Monte and Angela Wright for a Lifetime of Financial Wellness Support.