Richard Del Monte

Certified Wealth Consultant

Richard M. Del Monte is a Certified Wealth Consultant and nationally recognized expert on the subject of families and wealth. He has appeared on FOX Business News and been featured in The Wall Street Journal, The New York Times, Private Opportunities Club, Private Wealth Magazine, Trust & Estates, and Family Wealth Report.

A sought-after speaker and the creator of a TEDx talk, “A Place of Possibility for Families and Wealth,” Richard guides his client families as they resolve disputes, heal divisions, foster closer relationships, achieve effective communication, and establish healthy, positive objectives and methods for dealing with family wealth. In addition to earning CFP®, CWC, and an MBA in Financial Planning designations, Richard has completed specialized training in family dynamics and preparing heirs.

He holds an MBA in Financial Planning from Golden Gate University and a BS in Business Administration from California State University, Chico. He is a faculty member at the Institute for Preparing Heirs, and a founding member of the Council for Shared Leadership, LLC, which established fundamentals of excellence for values-based advisors and the families they serve. Richard lives in Alamo, California, with his wife Ingrid and their three golden retrievers.