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 has 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 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 is 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.