Bridge the gap between the wealth you have and the wealth you know you deserve.

Find out how to maximize your good decisions. Make the most of your equity compensation, tax laws, investment opportunities, and personal finance strategies.

Turning complexity into simplicity

Our process has been designed to create clarity and confidence in your search for your financial advisor

Our promise is to do most of the listening, always double check our understanding, and avoid complex financial jargon.

From the introductory phone call to every meeting thereafter for the rest of your life you will walk away educated and ready to decide with confidence.

Step One

A 15 minute call to make sure we are a good fit. Your goals, your needs, your values, our services

Step Two

A discovery meeting to dive deeper. Utilizing traditional financial planning practices and the Invest With Purpose® process we can discover what is truly important to you and how we will help you get there.

Step Three

A proposal meeting where we agree on your goals, provide you with a mind map of your financial life, explain clearly how we will help, and propose an investment strategy.

Schedule your FREE 15-minute consultation with us today.

Here’s How You Know We’re a Good Fit For You

While we have clients that break the mold, we have aligned our services to best suit the need of a very specific type of individual and their families.

By seeing similar challenges day in and day out we have perfected our service offering.

Our investment management process allows us to uniquely navigate the public markets and the tech companies that our clients work for.

Our financial planning process focuses on simplifying equity compensation decisions, mitigating taxes, and providing resources for those that work at privately and publicly traded tech companies.

Tech Professionals & Real Estate Investors
Equity Compensation or Concentrated Highly Appreciated Stock
Savers With Accumulated Investments & Retirement Assets of $750,000 or more
Those With Busy Professional & Personal Lives, Looking to Delegate Investment Management


It is a privilege to work with some of the most successful people in the Bay Area. To deliver the highest level of wealth management services, we have have spent a significant amount of time earning industry leading designations going far beyond what is required to practice as a financial advisor.

The highest distinction in the investment management profession that is recognized globally. A 3 year self-study graduate level program that is the most competitive financial designation to attain. Only 5% of all financial advisors have a CFA designation.

Designation for advanced tax, asset management, and wealth transfer techniques for high net worth individuals. Requires 5 years of high-net-worth planning experience and is supported by University of Chicago Booth School of Business curriculum. Only 1% of all financial advisors have a CPWA.

The gold standard for financial planning expertise. An 18 month comprehensive college-level program of study reinforced with mandatory 30 hours of continuing education every 2 years. Only 28% of all financial advisors have a CFP.

The highest credential the IRS awards. Requires understanding of tax law and passing three rigorous exams. This designation focuses on personal and business taxes. Less than 2% of all financial advisors have the EA designation.

What our clients have to say about working with us.

RHS Financial
Based on 28 reviews
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Tushar BhushanTushar Bhushan
18:30 05 Dec 23
It's been over a year since I started my financial journey with Alex, and I couldn't be more pleased with the progress we've made together.From the outset, Alex took the time to understand my unique financial situation, aspirations, and concerns. Throughout the past year, Alex has consistently provided expert advice and guidance that has not only met but exceeded my expectations.One of the things I appreciate most about Alex is his proactive communication style. Alex has been great at providing regular check-ins, updates on market trends, and a willingness to answer any questions I have. Alex has a genuine interest in my financial success and has been instrumental in helping me make informed decisions. Would highly recommend!
Moosa ChoudhryMoosa Choudhry
18:52 27 Nov 23
Signing up with RHS has given us peace of mind regarding our long term financial plan. Alex and the team at RHS are highly efficient and well organized. They rely on data and have a structured approach to financial analysis. Alex has taken the time to get to know our family situation and goals. He provides us with regular updates and is highly transparent. He has earned our trust and given us confidence that he will act in our long term best interest.
Barbara BurgessBarbara Burgess
20:04 31 Oct 23
RHS has served as our financial advisor and money manager for over five years. They are full service and have set our investment profile to suit our ages and our risk tolerance. They communicate regularly to review the market status and to report the performance of our investments and they do so in a thorough, professional yet understandable manner. We would highly recommend this firm. We get the sense that they have our best interests in mind so we sleep nights even when the market is choppy.
Roy WongRoy Wong
03:53 24 Oct 23
My wife and I have been part of the RHS Financial family since 2011. RHS has helped us transition into retirement with the confidence that we will live out our retirement years without financial worries. RHS has a highly knowledgeable staff and employs proprietary portfolio modeling based on years of investment experience. RHS has helped us achieve our retirement goals. I continue to put my trust in RHS.
Tracy JonesTracy Jones
19:08 22 May 23
We have been with RHS financial for over 8 years. They are extremely responsive and do a great job managing our portfolio and our tax situation. I highly recommend Risley and his team.
Brian EvansBrian Evans
03:08 19 Oct 22
My wife and I have been using financial planners for the last 33 years. About 8 months ago we began our journey with RHS Financial and have been incredibly satisfied with their company. RHS is vastly more responsive, professional and transparent than any of the prior organizations. Our planner (Alex Caswell) has worked extremely hard taking time to meet with us over the last 8 months to make our retirement dreams a reality. He has been such a great partner and has guided us every step of the way. We are so grateful to have found Alex and we recommend him to anyone who is looking for a planner to help you with your future financial plans. He is the best.

Schedule your FREE 15-minute consultation with us today


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