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Rich Expert Location
Irvine, CA, US
Rich Expert Work
Partner and Wealth Advisor @ (April 2009 - Present)
National Speaker @ Richard Woo (May 2011 - Present)
Author @ (July 2024 - Present)
Host | Creator @ Power of Connections Podcast (November 2022 - Present)
Rich Expert Education
University of Southern California
Fellowship (NetKAL)
2015-2016
University of Illinois Urbana-Champaign
Finance (Dean’s List)
Rich Expert Skills
Finance
Financial Analysis
Investments
Risk Management
Leadership
Business Strategy
Retirement Planning
Wealth Management
Rich Expert Summary
Rich Expert, based in Irvine, CA, US, is currently a National Speaker at Richard Woo. Rich Expert brings experience from previous roles at Catalyst Planning Partners, The Relationship Recession and Power of Connections Podcast. Rich Expert holds a 2015 - 2016 Fellowship in NetKAL @ University of Southern California. With a robust skill set that includes Finance, Financial Analysis, Investments, Risk Management, Leadership and more. Rich Expert has 1 emails and 1 mobile phone numbers on RocketReach.
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