Industry Expertise

Practice Focus

Biography

Rich began his career in public accounting in 2008, specializing in wealth management. He transitioned to financial planning in 2012 and now provides holistic planning services to business owners in a variety of industries, including apparel; real estate; and wine, beer & spirits.

Rich enjoys connecting with his clients and working with them to reach their goals. Additional services he provides include legacy planning, financial planning, asset allocation, and portfolio rebalancing. Rich is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds a Series 66 license. He’s also licensed for accident and health, life-only, and variable contracts insurance.

Selected Publications

  • "Considering Selling Your Company? Evaluate These Factors First" (Moss Adams, August 2019)
  • "Investing in Bitcoin and other Cryptocurrencies: Benefits, Risks, and Best Practices" (Moss Adams, May 2018)

Selected Speaking Engagements

  • Weather COVID-19 Market Volatility
    (Moss Adams Webinar, April 2020)

Professional Affiliations

  • Board Member, Jewish National Fund
  • Member, Gen Next
  • Wine Director, Soho House

Education

  • BS, international business, University of Southern California
  • MBA, finance and financial management services, University of Southern California