Tim Rich CFP®
Financial Planner
510-587-0800 x 1
Tim Rich is an Investment Advisor Representative with Osaic Wealth, Inc. and a CERTIFIED FINANCIAL PLANNER™
practitioner.
He is the lead principal of Progressive Asset Management (PAM) and has managed investments consistent with people's values since joining Progressive Asset Management in 1999. Tim was fortunate to work with several of the original PAM founders and many early contributors and innovators to what has become the SRI/ESG movement. An affable advisor who is attentive to the needs of clients, Tim quickly establishes trustworthy relationships and helps enable them to identify and reach their goals.
Tim resides in Castro Valley with his wife Becky and in addition to building out the team at PAM enjoys spending time with his two daughters, and four grandkids.
Securities State Registrations – AK, AZ, CA, DC, FL, GA, ID, LA, MA, MD, ME, MI, MN, NC, NM, NY, OH, OR, PA, RI, TN, TX, WA, WI, and WY
CA Insurance License – #0E03344
CFP Board ID# - 141298
