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Richard Gross

Financial Advisor

Designations: CFP®, CMFC®, MBA

  925-472-0874

  Walnut Creek, CA

With over 15 years of experience, Richard Gross, CFP®, CMFC®, MBA, is a financial advisor in Allworth’s Walnut Creek office. Richard holds two graduate degrees - an MBA from Pepperdine University and an MS from Holy Names College. Said Richard: “It is very professionally satisfying to help clients achieve their financial goals and improve their lives.” Outside of work, the long-time resident of Walnut Creek enjoys hiking, biking, and yoga.

Education and Certifications

Who I work with

What guides my approach

With over 15 years of experience, Richard Gross, CFP®, CMFC®, MBA, is a financial advisor in Allworth’s Walnut Creek office. Richard holds two graduate degrees - an MBA from Pepperdine University and an MS from Holy Names College. Said Richard: “It is very professionally satisfying to help clients achieve their financial goals and improve their lives.” Outside of work, the long-time resident of Walnut Creek enjoys hiking, biking, and yoga.

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About Allworth

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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.

97% of Clients Stay With Us2

25,000+ Clients

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30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

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