Photo of Rich Friedland
Rich Friedland
Director
MBA, CFP®
rich.friedland@mossadams.com
(310) 295-3718
My Profile

Industry Expertise

Private Clients

Practice Focus

Estate Tax Planning Family Office Financial Planning Stock Option Planning Succession Planning

Biography

Rich has provided financial planning solutions to his clients since 2007. Primarily serving closely held businesses, executives, and wealthy families, he helps them prepare for transactions and retain more wealth. He advises clients on real estate ownership, stock option compensation, and business transition planning.

Rich also focuses on the wealth aspects of estate planning, including gift and generation-skipping taxes, children's trusts, life insurance trusts, and charitable giving. He’s a Certified Financial Planner, seamlessly integrating business owners’ professional and personal finances. Rich has written numerous publications, where he frequently contributes professional advice.

Selected Speaking Engagements

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

Professional Affiliations

  • Member, Alder
  • Wine Director, Soho House

Education

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

Insights from Rich Friedland

Article
Your Wealth Management Firm Was Acquired—Now What?
Learn how to evaluate whether your wealth management firm can support your financial goals following an acquisition.
Article
Webcast
Weather COVID-19 Market Volatility
Learn strategies for equity planning, including exercising market options and considering gifting scenarios.
Webcast
Article
Considering Selling Your Company? Evaluate These Factors First
Learn the external, internal, and personal factors you should evaluate before deciding to sell your company.
Article
Article
What to Consider When Creating a Sustainable Growth Plan for Your Construction Company
Determining your company’s ideal size can help guide your business for years. Our Insight has details.
Article
Article
Investing in Bitcoin and other Cryptocurrencies: Benefits, Risks, and Best Practices
Bitcoin could be the future of currency, or another passing trend. Understand benefits, risks, and best practices before you invest.
Article

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.