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Tim Rich Email & Phone Number
Financial Advisor
at
Osaic
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Advisor
Location
Oakland, California, United States
Company size
Who is Tim Rich? Overview
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Quick answer
Tim Rich is listed as Financial Advisor at Osaic, a with 2395 employees, based in Oakland, California, United States. AeroLeads shows a matched LinkedIn profile for Tim Rich.
Tim Rich previously worked as Financial Advisor at Securities America Inc. and CFP at The Camejo Group (Pam Network). Tim Rich holds Certificate Program In Personal Financial Planning, Personal Financial Planning - Certificate Program from Uc Berkeley Extension.
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Email format at Osaic
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Osaic
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Profile bio
About Tim Rich
Tim Rich is CFP® and professional specializing in Socially Responsible Investment Solutions. A Cal State Hayward graduate with a degree in Business Administration with an emphasis on Finance, Tim began his career joining Progressive Asset Management in 1998 working as assistant to CEO, Peter Camejo.For the past 20 years Tim has been a financial advisor with Progressive Asset Management/Camejo Group, guiding individuals and not for profits and managing their investments in a way that is consistent with their values.Tim Rich is a CERTIFIED FINANCIAL PLANNER™ and insurance licensed which qualifies him to advise clients about investments, insurance, taxation, estate planning, retirement planning, and personal finance - bringing together the elements needed to create a sound financial plan.During his career, he has enjoyed building relationships with clients to help them meet their goals both personally and financially. He brings integrity, service, and commitment to an important area of people’s lives. By helping clients stay educated and informed they can make rational financial decisions and practice ‘doing well while doing good.’Specialties: Portfolio Management, Financial Planning, Focus on Sustainable Business and SRI investment philosophy, new technology in the renewable energy sector.
Current workplace
Tim Rich's current company
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Osaic
4 roles
Tim Rich work experience
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Financial Advisor
Progressive Asset Management (PAMI) provides social screening services to advisors and their clients. Advisors are not registered with PAMI. Please contact your advisor for any investment-related questions. All rights reserved. Securities offered through Securities America Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors and Arbor Point Advisors. Securities America, Arbor Point Advisors, and PAMI are separate entities.Nothing in this document should be construed as a recommendation to buy or sell securities. 1814 Franklin St. #503 Oakland, Ca. 94612This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.CA Insurance License - #0E03344www.finra.org www.sipc.org
Cfp
The Camejo Group (Pam Network)
Offering financial planning and investment services to individuals and small businesses. We specialize in socially responsible investment solutions allowing clients to invest in line with their personal values. My goal is helping clients preserve capital, earn a return and invest using SRI guidlines.
Investment Advisor
Long-term member and friend of the PAM network of SRI advisors.
2 education records
Tim Rich education
Certificate Program In Personal Financial Planning, Personal Financial Planning - Certificate Program
Uc Berkeley Extension
Bachelor'S Degree, Financial Planning And Services
FAQ
Frequently asked questions about Tim Rich
Quick answers generated from the profile data available on this page.
What company does Tim Rich work for?
Tim Rich works for Osaic.
What is Tim Rich's role at Osaic?
Tim Rich is listed as Financial Advisor at Osaic.
Where is Tim Rich based?
Tim Rich is based in Oakland, California, United States while working with Osaic.
What companies has Tim Rich worked for?
Tim Rich has worked for Osaic, Securities America Inc., The Camejo Group (Pam Network), and Progressive Asset Management.
How can I contact Tim Rich?
You can use AeroLeads to view verified contact signals for Tim Rich at Osaic, including work email, phone, and LinkedIn data when available.
What schools did Tim Rich attend?
Tim Rich holds Certificate Program In Personal Financial Planning, Personal Financial Planning - Certificate Program from Uc Berkeley Extension.
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