Tim Rich CFP®
Tim Rich is an Investment Advisor Representative with Securities America Advisors, Inc. and a CERTIFIED FINANCIAL PLANNER™ practitioner. He is the lead principal of 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 listens to the 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 youngest daughter Jill. Among several extracurricular projects and hobbies he plays bass and sings with the Bay Area bar band - Last One Picked.
Securities State Registrations – AK, AZ, CA, DC, FL, GA, ID, LA, MA, MD, ME, MI, MN, NM, NY, OH, OR, PA, RI, TN, TX, WA, WI, and WY
CA Insurance License – #0E03344