Richard M. Del MonteCFP®

Co-Founder & President

Richard is a CERTIFIED FINANCIAL PLANNER™, 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. Richard is the author of Endless Inheritance: Moving from Feuding to Flourishing in your Affluent Family. A sought after speaker, he recently gave a TEDxBellevue talk on “A Place of Possibility for Families and Wealth.”

Richard has spent his entire 35-year career counseling individuals, families, and closely-held business owners, providing them with innovative and creative ways to keep, grow and enjoy their wealth. He excels in guiding clients through challenging life transitions and finding ways to make seemingly out of reach financial goals become reality. If you want to get to “Yes,” Richard is your man.

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’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 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, his church, and he serves as a board member for Baragwanath Blessings, Inc.