Tim Rich

Tim Rich Email and Phone Number

Financial Advisor @ Osaic
Castro Valley, CA, US
Tim Rich's Location
Oakland, California, United States, United States
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.

Tim Rich's Current Company Details
Osaic

Osaic

View
Financial Advisor
Castro Valley, CA, US
Website:
Osaic.com
Employees:
2395
Tim Rich Work Experience Details
  • Osaic
    Financial Advisor
    Osaic
    Castro Valley, Ca, Us
  • Securities America Inc.
    Financial Advisor
    Securities America Inc. Nov 2015 - Present
    Bay Area Califonia
    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
  • The Camejo Group (Pam Network)
    Cfp
    The Camejo Group (Pam Network) May 2008 - Present
    Oakland, Ca. 94612
    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.
  • Progressive Asset Management
    Investment Advisor
    Progressive Asset Management 1998 - Present
    Oakland, Ca. 94612
    Long-term member and friend of the PAM network of SRI advisors.

Tim Rich Education Details

Frequently Asked Questions about Tim Rich

What company does Tim Rich work for?

Tim Rich works for Osaic

What is Tim Rich's role at the current company?

Tim Rich's current role is Financial Advisor.

What schools did Tim Rich attend?

Tim Rich attended Uc Berkeley Extension, California State University-Hayward - School Of Business And Economics.

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