Richard Gross

Financial Advisor

CFP®, CMFC®, MBA

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.

Latest Insights


The Emotional Side of Estate Planning: Preparing Your Family for the Future

Planning for your wealth's future involves more than just legal documents—it’s about creating a lasting legacy that your family understands and can …

Read more
The Myth of Market Timing: How Emotional Investing Can Lead to Poor Outcomes

Is your ‘gut’ in charge of making investing decisions for you? Here’s why that’s a bad strategy.

Read more
The Top 6 Tax Planning Mistakes High-Net-Worth Investors Make (And How to Avoid Them)

Explore some of the most common tax planning missteps high-net-worth investors face—and discover strategies for optimizing your wealth.

Read more