Richard Gross
Financial Advisor
CFP®, CMFC®, MBA
Richard Gross is a CERTIFIED FINANCIAL PLANNER® professional in Allworth’s Walnut Creek, California office. Richard holds two graduate degrees—an MBA from Pepperdine University and an MS from Holy Names College. With more than 20 years of financial services experience, Richard is dedicated to helping clients achieve their goals and find comfort in the confidence and clarity that a well-executed financial plan provides. Outside of work, the long-time resident of Walnut Creek enjoys hiking, biking, and yoga.
The first step in working together is a ‘get-acquainted’ meeting, where I take time to understand what prompted a potential client to reach out. This conversation helps uncover their goals and gives us the opportunity to take a holistic look at their current financial picture—including income, expenses, assets, liabilities, risk management, and future income sources. From there, I begin building a framework that puts those goals into context and sets the stage for a thoughtful, customized plan.
Guided by trust, my fiduciary commitment, and my professional expertise, I create a collaborative environment where clients feel informed and empowered. By working closely together, my clients can expect to experience improved financial well-being, making well-informed decisions that align with their goals and help them move forward with confidence.
What truly guides my approach is witnessing the transformative power of a well-designed and thoughtfully implemented financial plan. I’ve seen firsthand how a clear, strategic plan can significantly enhance a client’s sense of security, confidence, and peace of mind. The ability to help clients navigate life’s financial complexities—whether it’s planning for retirement, managing risk, or making informed decisions during significant life events—is incredibly fulfilling.
CFP®: CERTIFIED FINANCIAL PLANNER®
CMFC®: Chartered Mutual Fund CounselorSM
MBA: Master of Business Administration
My approach is guided by trust, my fiduciary oath, professional expertise, and financial education.
Latest Insights
What’s Your Passion? How Collecting Shapes Identity, Legacy, and Investment Strategy
Collecting is often born from love. But for many high-net-worth individuals, it needs to be thought of with as much care and planning as any other …
Read more
The Mirage of Complexity: Is Your Portfolio Diversified… or Just Overengineered?
Your investments might look and feel like they’re diversified. But what happens when you look under the hood?
Read more
How to De-Risk a Concentrated Stock Position: 3 Steps for HNW Investors
Does a single stock dominate your portfolio? That comes with big risks. Here’s how to start diversifying with purpose and precision.
Read more
