Start Here - RHS Financial

Bridge the gap between the wealth you have and the wealth you know you deserve.

Find out how to maximize your good decisions. Make the most of your equity compensation, tax laws, investment opportunities, and personal finance strategies.

Turning complexity into simplicity

Our process has been designed to create clarity and confidence in your search for your financial advisor

Our promise is to do most of the listening, always double check our understanding, and avoid complex financial jargon.

From the introductory phone call to every meeting thereafter for the rest of your life you will walk away educated and ready to decide with confidence.

Step One

A 15 minute call to make sure we are a good fit. Your goals, your needs, your values, our services

Step Two

A discovery meeting to dive deeper. Utilizing traditional financial planning practices and the Invest With Purpose® process we can discover what is truly important to you and how we will help you get there.

Step Three

A proposal meeting where we agree on your goals, provide you with a mind map of your financial life, explain clearly how we will help, and propose an investment strategy.

Schedule your FREE 15-minute consultation with us today.

SCHEDULE A CALL

What our clients have to say about working with us.*

RHS Financial

5.0

Based on 35 reviews

review us on

carla evans

19:43 07 Oct 24

It has been a great experience! RHS is knowledgeable and personable! They really take care of you!!

Julia Rogers

17:57 20 Sep 24

Alex and the RHS team are incredible at helping to assess financial fitness, planning and managing a roadmap for the future, and understanding all sides of fiscal impacts as it relates to life events and choices. We are beyond happy to work with RHS Financial and cannot recommend them highly enough.

maitrik shah

16:56 14 Jun 24

Super excited to have Alex and team on board for my financial journey. Alex was quite informative and open in our initial interactions about the whole process. Looking forward to long term partnership.

Shayne Stubbs

21:14 06 Jun 24

Alex is awesome. Full of adult guidance, super smart and insightful. If you are looking for oversight, guidance, management and support with anything financial, connect with Alex.

Carolyn Krieg

13:13 06 Jun 24

Alex and his team have been great to work with. Alex investigated my individual circumstance extensively, and has given me very sound retirement and financial advice. He's efficient, quick to respond to questions, and communicates his recommendations effectively. Working with Alex gives me the confidence and peace of mind that my financial matters are well in hand.

Jason Gan

07:23 25 May 24

I recently had the pleasure of working with Alex at RHS Financial, and I couldn't be happier with the experience.The initial meetings—introduction, discovery, and proposal sessions—were all complimentary and incredibly informative. I've never felt pressured to work with him. Alex took the time to explain how RHS Financial operates, and I felt completely comfortable and well-informed throughout the process. He always made sure to prioritize my best interests in every recommendation.Alex's ability to tailor strategies to my specific financial goals and circumstances was impressive. His knowledge is extensive, and his genuine commitment to helping me succeed makes all the difference. Alex's love for studying and learning has led him to gain all the highest accreditations in the industry, which only adds to my confidence in his guidance.If you're looking for a financial advisor who's knowledgeable, innovative, truly cares about you as a client, and your long-term success, I can't recommend Alex at RHS Financial enough.

Tushar Bhushan

18:30 05 Dec 23

It's been over a year since I started my financial journey with Alex, and I couldn't be more pleased with the progress we've made together.From the outset, Alex took the time to understand my unique financial situation, aspirations, and concerns. Throughout the past year, Alex has consistently provided expert advice and guidance that has not only met but exceeded my expectations.One of the things I appreciate most about Alex is his proactive communication style. Alex has been great at providing regular check-ins, updates on market trends, and a willingness to answer any questions I have. Alex has a genuine interest in my financial success and has been instrumental in helping me make informed decisions. Would highly recommend!

Moosa Choudhry

18:52 27 Nov 23

Signing up with RHS has given us peace of mind regarding our long term financial plan. Alex and the team at RHS are highly efficient and well organized. They rely on data and have a structured approach to financial analysis. Alex has taken the time to get to know our family situation and goals. He provides us with regular updates and is highly transparent. He has earned our trust and given us confidence that he will act in our long term best interest.

Barbara Burgess

20:04 31 Oct 23

RHS has served as our financial advisor and money manager for over five years. They are full service and have set our investment profile to suit our ages and our risk tolerance. They communicate regularly to review the market status and to report the performance of our investments and they do so in a thorough, professional yet understandable manner. We would highly recommend this firm. We get the sense that they have our best interests in mind so we sleep nights even when the market is choppy.

Roy Wong

03:53 24 Oct 23

My wife and I have been part of the RHS Financial family since 2011. RHS has helped us transition into retirement with the confidence that we will live out our retirement years without financial worries. RHS has a highly knowledgeable staff and employs proprietary portfolio modeling based on years of investment experience. RHS has helped us achieve our retirement goals. I continue to put my trust in RHS.

Tracy Jones

19:08 22 May 23

We have been with RHS financial for over 8 years. They are extremely responsive and do a great job managing our portfolio and our tax situation. I highly recommend Risley and his team.

Brian Evans

03:08 19 Oct 22

My wife and I have been using financial planners for the last 33 years. About 8 months ago we began our journey with RHS Financial and have been incredibly satisfied with their company. RHS is vastly more responsive, professional and transparent than any of the prior organizations. Our planner (Alex Caswell) has worked extremely hard taking time to meet with us over the last 8 months to make our retirement dreams a reality. He has been such a great partner and has guided us every step of the way. We are so grateful to have found Alex and we recommend him to anyone who is looking for a planner to help you with your future financial plans. He is the best.

*The reviews presented on this website reflect the personal opinions and experiences of individual clients and do not necessarily represent the views or experiences of all clients. These statements should not be interpreted as indicative of future performance or representative of the broader client base. Individual results may vary, and these reviews are not an endorsement or guarantee of specific outcomes.

Here’s How You Know We’re a Good Fit For You

While we have clients that break the mold, we have aligned our services to best suit the need of a very specific type of individual and their families.

By seeing similar challenges day in and day out we have perfected our service offering.

Our investment management process allows us to uniquely navigate the public markets and the tech companies that our clients work for.

Our financial planning process focuses on simplifying equity compensation decisions, mitigating taxes, and providing resources for those that work at privately and publicly traded tech companies.

Tech Professionals & Real Estate Investors

Equity Compensation or Concentrated Highly Appreciated Stock

Savers With Accumulated Investments & Retirement Assets of $1,000,000 or more

Those With Busy Professional & Personal Lives, Looking to Delegate Investment Management

WHY CLIENTS LIKE THIS TRUST US

It is a privilege to work with some of the most successful people in the Bay Area. To deliver the highest level of wealth management services, we have have spent a significant amount of time earning industry leading designations going far beyond what is required to practice as a financial advisor.

The highest distinction in the investment management profession that is recognized globally. A 3 year self-study graduate level program that is the most competitive financial designation to attain. Only 5% of all financial advisors have a CFA designation.

Designation for advanced tax, asset management, and wealth transfer techniques for high net worth individuals. Requires 5 years of high-net-worth planning experience and is supported by University of Chicago Booth School of Business curriculum. Only 1% of all financial advisors have a CPWA.

The gold standard for financial planning expertise. An 18 month comprehensive college-level program of study reinforced with mandatory 30 hours of continuing education every 2 years. Only 28% of all financial advisors have a CFP.