Richard Del Monte
Partner Advisor
Designations: JD, MBA, CFP®
With over 35 years of investment advisory experience, Richard Del Monte is a partner-advisor in Allworth’s Walnut Creek, California, office. The founder and principal of the Del Monte Group, Richard is an outspoken advocate of continuing education, possessing a law degree (JD), a Master of Business Administration (MBA) degree, a Bachelor of Science (B.S.) degree in Business Administration, and a Certified Financial Planner (CFP®) certification. A highly regarded authority of all things related to investing and financial advising, he has appeared on Fox Business News, and in The Wall Street Journal and The New York Times. A lifelong volunteer (United Way, John Muir Health Foundation, his church, and others), when not advising clients, Richard loves to travel with his wife, Ingrid, and their five children and their families.
Education and Certifications
Who I Best Work With
What Guides My Approach
With over 35 years of investment advisory experience, Richard Del Monte is a partner-advisor in Allworth’s Walnut Creek, California, office. The founder and principal of the Del Monte Group, Richard is an outspoken advocate of continuing education, possessing a law degree (JD), a Master of Business Administration (MBA) degree, a Bachelor of Science (B.S.) degree in Business Administration, and a Certified Financial Planner (CFP®) certification. A highly regarded authority of all things related to investing and financial advising, he has appeared on Fox Business News, and in The Wall Street Journal and The New York Times. A lifelong volunteer (United Way, John Muir Health Foundation, his church, and others), when not advising clients, Richard loves to travel with his wife, Ingrid, and their five children and their families.
“With detailed planning, the right expertise, and a can-do attitude, it is absolutely possible to reach all your financial goals.”
- Richard Del Monte, Allworth Partner Advisor
More About Richard:
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better — because you and your money deserve better.
With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.
Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
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30 Years in Business
$22.5 billion AUM4
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