Rick Valenzi, CFP®
FOUNDER & CEO
Rick has dedicated his life to helping others. Early in his career, he discovered personal success was not enough. He needed to make the world a better place and positively impact other’s lives.
Combining his love for people and love of finance, Rick started his financial planning practice in 2008. He began his financial services career in 1998 in New York after graduating with a finance degree from the University of Texas at Austin.
After 10 years in New York, he moved to San Francisco in 2008 and currently lives in the Marina District. When he’s not helping others, he’s traveling, reading (and then reading some more), strumming his guitar, hitting the gym or golfing. (And depending on the time of year, also watching the Warriors, Giants, Steelers, Penguins or Longhorns.)
MEMBER SERVICE ASSOCIATE
Taylor started in the financial services industry in 2018 after graduating with a BA in International Business from the University of Akron.
She worked with over fifteen CPAs and CFPs before coming onboard with us. On weekends, you can find her traveling, running, golfing, and cheering on her native Cleveland sports teams.