Rich is a nationally recognized leader and speaker in the areas of personal financial planning, investing, wealth management, and business succession and continuity. His strategies have been featured in numerous prestigious publications and he is an instructor at U.C. Santa Cruz and U.C. Berkeley - where he was recognized by the Financial Planning Program as the 2008 Instructor of the Year.
Rich's professional credentials include licensing as an agent for life, disability, and long term care insurances, and financial planning. Rich also holds a real estate brokers license.
Rich holds a BA in advertising from San Jose State University, and is a graduate of the Graduate Studies in Management at Northwestern University, J.L. Kellogg Graduate School of Management. He also graduated with distinction from the Personal Financial Planning Program at U.C. Berkeley.
CA Insurance License Number 0D92796.
Leveraging his vast experience in the corporate world, Dave serves as a "Personal CFO" to his Clients, advising them in the areas of financial independence, investing, risk management, tax reduction strategies and estate and wealth management.
Dave's professional credentials include licensing as an agent for life, disability, and long term care insurances, and financial planning.
Dave also serves on the faculty of The Foundation for Worksite Financial Education, a non-profit educational organization providing financial literacy programs to public and private businesses, local, state, and federal government agencies, and professional organizations.
Dave holds a BS in Engineering from the University of Notre Dame. He has participated in advanced studies in accounting at California State University at Northridge, and graduated with the highest honors from the Personal Financial Planning Program at U.C. Berkeley - where he was named the first-ever Student of the Year.
CA Insurance License Number 0G10586.
Prior to joining CWM, Barbara served in a variety of executive positions in corporate finance, banking, and insurance. Currently she provides a diverse range of clients with expertise in financial independence, traditional and alternative planning strategies, charitable giving, risk management, tax reduction strategies, estate and wealth preservation, and business succession and continuity.
Barbara's professional credentials include licensing as an agent for life, disability, and long term care insurances, and financial planning. Barbara also serves on the faculty of The Foundation for Worksite Financial Education, a non-profit educational organization providing financial literacy programs to public and private businesses, local, state, and federal government agencies, and professional organizations.
CA Insurance License Number 0G56575.